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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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,140 | $50,815-85.9% | $155,509-95.4% | $77,643-90.8% |
| Participation rate | 72.2% | 63.1%+9.1pp | 78.2%-6.0pp | 70.6%+1.6pp |
| Annual return | 9.53% | 34.80%-25.3pp | 64.67%-55.1pp | 31.24%-21.7pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $920 | $2,822-67.4% | $5,626-83.6% | $4,647-80.2% |
| Admin fee / account holder | $63 | $437-85.6% | $15,912-99.6% | $430-85.4% |