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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCAIL GROUP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,845 |
Filed as: CONCOURSE FINANCIAL GROUP Service code 27 · EIN 63-0879387 | Advisory (Plan) | $20,731 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,608 | $61,338-12.6% | $149,717-64.2% | $71,495-25.0% |
| Participation rate | 95.3% | 62.5%+32.8pp | 78.8%+16.6pp | 67.9%+27.4pp |
| Annual return | 17.66% | 35.86%-18.2pp | 134.41%-116.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,528 | $2,381-35.8% | $4,820-68.3% | $2,589-41.0% |
| Participant deferral / active EE | $5,898 | $2,919+102.0% | $5,682+3.8% | $4,291+37.4% |
| Admin fee / account holder | $227 | $1,263-82.0% | $13,213-98.3% | $1,588-85.7% |