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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $35,672 |
KESTA ADVISORY SERVICES, LLC1+ years Service code 27 · EIN 47-1566880 | Advisory (Plan) | $31,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,004 | $50,919-1.8% | $155,556-67.9% | $77,762-35.7% |
| Participation rate | 54.0% | 63.1%-9.1pp | 78.2%-24.2pp | 70.6%-16.6pp |
| Annual return | 14.87% | 34.84%-20.0pp | 64.84%-50.0pp | 31.27%-16.4pp |
| Employer contribution / active EE | $2,246 | $1,991+12.8% | $4,675-52.0% | $2,728-17.7% |
| Participant deferral / active EE | $4,493 | $2,824+59.1% | $5,631-20.2% | $4,651-3.4% |
| Admin fee / account holder | $212 | $437-51.4% | $15,885-98.7% | $433-50.9% |