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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $23,202 |
FIRST NATIONAL TRUST COMPANY3 years Service code 27 · EIN 20-0433578 | Advisory (Plan) | $21,113 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,893 | $55,415-42.4% | $155,509-79.5% | $74,495-57.2% |
| Participation rate | 46.2% | 61.9%-15.7pp | 78.2%-32.0pp | 67.2%-21.0pp |
| Annual return | 10.45% | 268.50%-258.0pp | 64.67%-54.2pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $739 | $2,267-67.4% | $4,672-84.2% | $2,623-71.8% |
| Participant deferral / active EE | $2,872 | $2,836+1.3% | $5,626-49.0% | $4,346-33.9% |
| Admin fee / account holder | $295 | $1,738-83.0% | $15,912-98.1% | $1,942-84.8% |