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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,620 | $50,815-73.2% | $155,509-91.2% | $77,643-82.5% |
| Participation rate | 29.9% | 63.1%-33.2pp | 78.2%-48.3pp | 70.6%-40.7pp |
| Annual return | 12.24% | 34.80%-22.6pp | 64.67%-52.4pp | 31.24%-19.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $504 | $2,822-82.2% | $5,626-91.1% | $4,647-89.2% |
| Admin fee / account holder | $172 | $437-60.7% | $15,912-98.9% | $430-60.1% |