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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Distribution ... | $24,298 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,223 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,763 | $78,705-73.6% | $117,860-82.4% | $70,124-70.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.82% | 23.30%-7.5pp | 335.10%-319.3pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,770 | $2,223-20.4% | $3,786-53.3% | $2,342-24.4% |
| Participant deferral / active EE | $1,589 | $3,297-51.8% | $4,482-64.5% | $3,332-52.3% |
| Admin fee / account holder | $174 | $5,065-96.6% | $8,021-97.8% | $4,645-96.2% |