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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $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 | $98,776-57.3% | $119,126-64.6% | $89,670-53.0% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 9.88% | 9.25%+0.6pp | 282.11%-272.2pp | 19.66%-9.8pp |
| Employer contribution / active EE | $2,070 | $5,802-64.3% | $4,034-48.7% | $4,041-48.8% |
| Participant deferral / active EE | $37 | $1,748-97.9% | $5,318-99.3% | $3,962-99.1% |
| Admin fee / account holder | $177 | $230-23.1% | $10,693-98.3% | $352-49.6% |