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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 53-1253576 | Direct payment from the plan; Claims ... | $19,187 |
BERRY DUNN1 year Filed as: BERRYDUNN Service code 10 · EIN 45-2735233 | Accounting | $8,300 |
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 | $23,151 | $71,873-67.8% | $86,698-73.3% | $68,490-66.2% |
| Participation rate | 98.6% | 72.2%+26.4pp | 76.6%+22.0pp | 67.9%+30.7pp |
| Annual return | -17.84% | 3.54%-21.4pp | 35.96%-53.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,305 | $3,779+40.4% | $4,656+13.9% | $4,028+31.7% |
| Admin fee / account holder | $272 | $6,110-95.5% | $7,492-96.4% | $5,403-95.0% |