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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $36,197 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $8,757 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,620 | $50,860-73.2% | $155,574-91.2% | $77,714-82.5% |
| Participation rate | 29.9% | 63.1%-33.3pp | 78.2%-48.4pp | 70.6%-40.7pp |
| Annual return | 12.24% | 34.86%-22.6pp | 64.87%-52.6pp | 31.26%-19.0pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $504 | $2,825-82.2% | $5,629-91.1% | $4,649-89.2% |
| Admin fee / account holder | $172 | $436-60.7% | $15,914-98.9% | $433-60.4% |