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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $52,934 |
EVERHART ADVISORS5 years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $21,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,477 | $46,332-36.4% | $143,799-79.5% | $64,819-54.5% |
| Participation rate | 52.8% | 64.2%-11.5pp | 80.3%-27.6pp | 71.5%-18.7pp |
| Annual return | -15.08% | -10.05%-5.0pp | -0.04%-15.0pp | 32.84%-47.9pp |
| Employer contribution / active EE | $680 | $1,911-64.4% | $4,952-86.3% | $2,507-72.9% |
| Participant deferral / active EE | $1,689 | $2,647-36.2% | $5,638-70.0% | $4,311-60.8% |
| Admin fee / account holder | $251 | $154+63.2% | $14,677-98.3% | $188+33.6% |