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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $49,866 |
IFAM CAPITAL1 year Service code 27 · EIN 47-6000132 | Advisory (Plan) | $36,028 |
JFS WEALTH ADVISORS1 year Filed as: JFS WEALTH ADVISORS, LLC Service code 27 · EIN 20-8161914 | Advisory (Plan) | $6,935 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,697 | $66,457-35.8% | $81,382-47.5% | $77,643-45.0% |
| Participation rate | 23.8% | 68.7%-45.0pp | 69.5%-45.7pp | 70.6%-46.8pp |
| Annual return | 12.84% | 15.93%-3.1pp | 24.73%-11.9pp | 31.24%-18.4pp |
| Employer contribution / active EE | $706 | $2,159-67.3% | $2,463-71.3% | $2,726-74.1% |
| Participant deferral / active EE | $1,280 | $3,679-65.2% | $3,883-67.0% | $4,647-72.5% |
| Admin fee / account holder | $229 | $583-60.6% | $5,768-96.0% | $430-46.7% |