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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,828 |
Filed as: COMMONWEALTH FINANCIAL Service code 17 · EIN 04-2675571 | Pension Consulting | $19,013 |
Service code 10 · EIN 38-1402622 | Accounting | $0 |
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 | $107,421 | $80,781+33.0% | $102,437+4.9% | $74,478+44.2% |
| Participation rate | 46.4% | 65.7%-19.2pp | 74.5%-28.1pp | 67.2%-20.8pp |
| Annual return | 12.54% | 27.58%-15.0pp | 24.95%-12.4pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $2,082 | $3,160-34.1% | $3,871-46.2% | $2,626-20.7% |
| Participant deferral / active EE | $4,366 | $3,862+13.0% | $5,060-13.7% | $4,350+0.4% |
| Admin fee / account holder | $233 | $2,372-90.2% | $8,388-97.2% | $1,946-88.0% |