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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $12,227 |
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749 | Accounting | $8,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,715 | $54,237-76.6% | $90,324-85.9% | $67,582-81.2% |
| Participation rate | 13.6% | 68.6%-55.0pp | 73.3%-59.6pp | 71.3%-57.6pp |
| Annual return | 18.17% | 37.27%-19.1pp | 78.15%-60.0pp | 378.57%-360.4pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,856-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $189 | $2,625-92.8% | $3,885-95.1% | $3,539-94.6% |
| Admin fee / account holder | $259 | $123+110.2% | $5,356-95.2% | $142+82.3% |