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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $19,520 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $3,753 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,131 | $77,472-31.4% | $100,415-47.1% | $80,959-34.4% |
| Participation rate | 89.7% | 76.9%+12.7pp | 81.5%+8.2pp | 67.7%+22.0pp |
| Annual return | 21.07% | 37.26%-16.2pp | 49.47%-28.4pp | 35.67%-14.6pp |
| Employer contribution / active EE | $5,450 | $2,800+94.6% | $3,943+38.2% | $2,757+97.7% |
| Participant deferral / active EE | $12,099 | $6,818+77.5% | $8,091+49.5% | $4,300+181.3% |
| Admin fee / account holder | $144 | $5,885-97.6% | $7,906-98.2% | $6,925-97.9% |