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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $43,565 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $23,263 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,560 | $59,054-41.5% | $97,197-64.4% | $77,714-55.5% |
| Participation rate | 95.7% | 67.9%+27.8pp | 72.7%+23.0pp | 70.6%+25.1pp |
| Annual return | 12.79% | 16.96%-4.2pp | 75.47%-62.7pp | 31.26%-18.5pp |
| Employer contribution / active EE | $1,435 | $1,742-17.6% | $2,723-47.3% | $2,727-47.4% |
| Participant deferral / active EE | $4,613 | $3,930+17.4% | $4,263+8.2% | $4,649-0.8% |
| Admin fee / account holder | $216 | $346-37.5% | $5,637-96.2% | $433-50.1% |