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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $81,500 |
ALPHA INVESTMENT CONSULTING GROUP10+ years Service code 26 · EIN 39-1859759 | Advisory (Participants) | $35,000 |
Service code 29 · EIN 39-1126909 | Legal | $25,200 |
WILSON-MCSHANE CORPORATION6 years Service code 13 · EIN 41-0956552 | Contract Administrator | $24,122 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $17,010 |
Participant contribution per participant 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 | $42,144 | $106,351-60.4% | $105,223-59.9% | $103,975-59.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 9.88% | 11.69%-1.8pp | 180.65%-170.8pp | 19.41%-9.5pp |
| Employer contribution / active EE | $2,070 | $5,336-61.2% | $3,689-43.9% | $3,722-44.4% |
| Participant deferral / active EE | $37 | $3,221-98.8% | $5,072-99.3% | $5,343-99.3% |
| Admin fee / account holder | $177 | $316-43.9% | $8,859-98.0% | $332-46.7% |