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| Provider | Service type | Compensation |
|---|---|---|
MCDONALD PARTNERS LLC1 year Filed as: MCDONALD PARTNERS Service code 15 · EIN 20-2714559 | Recordkeeping | $21,135 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $12,106 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,270 | $64,909-54.9% | $82,312-64.4% | $62,293-53.0% |
| Participation rate | 63.3% | 74.9%-11.6pp | 76.9%-13.6pp | 69.5%-6.3pp |
| Annual return | 36.23% | 21.18%+15.0pp | 25.88%+10.3pp | 28.90%+7.3pp |
| Employer contribution / active EE | $681 | $1,676-59.4% | $2,428-72.0% | $2,042-66.7% |
| Participant deferral / active EE | $1,707 | $3,103-45.0% | $3,706-54.0% | $3,169-46.2% |
| Admin fee / account holder | $183 | $440-58.4% | $5,608-96.7% | $479-61.9% |