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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $74,343 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $12,627 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,692 | $55,423+218.8% | $155,602+13.6% | $74,400+137.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.92% | 269.07%-253.2pp | 64.81%-48.9pp | 1367.51%-1351.6pp |
| Employer contribution / active EE | $9,237 | $2,266+307.7% | $4,675+97.6% | $2,624+252.0% |
| Participant deferral / active EE | $11,355 | $2,835+300.6% | $5,629+101.7% | $4,348+161.1% |
| Admin fee / account holder | $372 | $1,744-78.7% | $15,923-97.7% | $1,944-80.9% |