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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $29,463 |
Filed as: SHEPHERD FINANC INVT ADVISORY LLC Service code 27 · EIN 82-0759826 | Advisory (Plan) | $28,194 |
Filed as: BLUE & CO., LLC Service code 10 · EIN 35-1178661 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,112 | $92,076-57.5% | $105,607-63.0% | $77,736-49.7% |
| Participation rate | 67.6% | 81.0%-13.4pp | 75.3%-7.7pp | 70.6%-3.0pp |
| Annual return | 12.31% | 17.84%-5.5pp | 116.11%-103.8pp | 31.26%-19.0pp |
| Employer contribution / active EE | $744 | $3,370-77.9% | $3,167-76.5% | $2,728-72.7% |
| Participant deferral / active EE | $2,083 | $5,390-61.4% | $5,011-58.4% | $4,651-55.2% |
| Admin fee / account holder | $194 | $219-11.6% | $10,958-98.2% | $433-55.3% |