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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $8,598 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $2,458 |
Filed as: PERCEPTIVE EDGE INVESTMENT MANAGEME Service code 27 · EIN 75-3007140 | Advisory (Plan) | $1,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $12,488 | $50,902-75.5% | $155,534-92.0% | $77,736-83.9% |
| Participation rate | 46.6% | 63.1%-16.5pp | 78.2%-31.6pp | 70.6%-24.0pp |
| Annual return | 8.66% | 34.85%-26.2pp | 64.92%-56.3pp | 31.26%-22.6pp |
| Employer contribution / active EE | $660 | $1,991-66.8% | $4,675-85.9% | $2,728-75.8% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,630-100.0% | $4,651-100.0% |
| Admin fee / account holder | $67 | $437-84.7% | $15,900-99.6% | $433-84.6% |