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| Provider | Service type | Compensation |
|---|---|---|
ABBEY STREET LLC3 years Filed as: ABBEY STREET Service code 27 · EIN 82-4772597 | Advisory (Plan) | $31,548 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $27,638 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,693 | $84,414-32.8% | $165,100-65.7% | - |
| Participation rate | 99.0% | 69.4%+29.6pp | 78.6%+20.4pp | - |
| Annual return | 15.48% | 13.94%+1.5pp | 70.21%-54.7pp | - |
| Employer contribution / active EE | $3,272 | $2,400+36.3% | $4,348-24.7% | - |
| Participant deferral / active EE | $9,829 | $4,277+129.8% | $6,035+62.9% | - |
| Admin fee / account holder | $213 | $4,429-95.2% | $12,696-98.3% | - |