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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $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 | $50,820-75.4% | $155,567-92.0% | $77,671-83.9% |
| Participation rate | 46.6% | 63.1%-16.6pp | 78.2%-31.6pp | 70.6%-24.0pp |
| Annual return | 8.66% | 34.85%-26.2pp | 64.74%-56.1pp | 31.21%-22.5pp |
| Employer contribution / active EE | $660 | $1,993-66.9% | $4,674-85.9% | $2,726-75.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $67 | $436-84.7% | $15,916-99.6% | $430-84.5% |