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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 10 · EIN 93-1253576 | Accounting | $14,431 |
Filed as: PERCEPTIVE EDGE INVESTMENT MANAGEME Service code 27 · EIN 75-3007140 | Advisory (Plan) | $2,500 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $2,496 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,140 | $50,919-86.0% | $155,556-95.4% | $77,762-90.8% |
| Participation rate | 72.2% | 63.1%+9.1pp | 78.2%-6.0pp | 70.6%+1.6pp |
| Annual return | 9.53% | 34.84%-25.3pp | 64.84%-55.3pp | 31.27%-21.7pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $920 | $2,824-67.4% | $5,631-83.7% | $4,651-80.2% |
| Admin fee / account holder | $63 | $437-85.6% | $15,885-99.6% | $433-85.5% |