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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,872 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $14,257 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,733 | $81,777+4.8% | $148,496-42.3% | $69,733+22.9% |
| Participation rate | 95.4% | 70.9%+24.5pp | 76.0%+19.3pp | 62.5%+32.9pp |
| Annual return | 9.07% | 14.38%-5.3pp | 12.33%-3.3pp | 15.22%-6.2pp |
| Employer contribution / active EE | $1,144 | $2,488-54.0% | $3,497-67.3% | $2,250-49.1% |
| Participant deferral / active EE | $6,716 | $3,367+99.5% | $4,808+39.7% | $3,054+119.9% |
| Admin fee / account holder | $135 | $2,991-95.5% | $19,547-99.3% | $3,102-95.6% |