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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC10+ years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 | Advisory (Plan) | $25,406 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $25,314 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,265 | $52,507+22.4% | $129,406-50.3% | $74,478-13.7% |
| Participation rate | 55.6% | 53.9%+1.6pp | 69.6%-14.1pp | 67.2%-11.7pp |
| Annual return | 13.87% | 15.64%-1.8pp | 9468.18%-9454.3pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $967 | $1,534-37.0% | $4,155-76.7% | $2,626-63.2% |
| Participant deferral / active EE | $3,585 | $2,801+28.0% | $4,167-14.0% | $4,350-17.6% |
| Admin fee / account holder | $356 | $2,639-86.5% | $7,689-95.4% | $1,946-81.7% |