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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $29,832 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 26 · EIN 41-1416330 | Advisory (Participants) | $25,890 |
OLSEN THIELEN & CO., LTD5 years Filed as: OLSON THIELEN & CO., LTD. Service code 10 · EIN 41-1360831 | Accounting | $15,864 |
BANKVALUE ADVISORY SERVICES10+ years Service code 34 1650 W 82ND ST · BLOOMINGTON, MN 55431 | Valuation (appraisals, etc.) | $5,400 |
HOFMEISTER INSURANCE2 years Service code 23 PO BOX 428 · HILLSBORO, WI 54634 | Insurance services | $5,000 |
WIPFLI LLP5 years Service code 13 · EIN 39-0758449 | Contract Administrator | $2,144 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,627 | $122,063-24.1% | $184,256-49.7% | $74,478+24.4% |
| Participation rate | 77.2% | 85.5%-8.2pp | 86.8%-9.6pp | 67.2%+10.0pp |
| Annual return | 11.50% | 19.92%-8.4pp | 28.85%-17.3pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $2,583 | $4,539-43.1% | $6,427-59.8% | $2,626-1.7% |
| Participant deferral / active EE | $2,800 | $7,144-60.8% | $9,133-69.3% | $4,350-35.6% |
| Admin fee / account holder | $470 | $1,253-62.5% | $13,899-96.6% | $1,946-75.8% |