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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 04-3626312 | Advisory (Plan) | $20,263 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $18,350 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,371 | $58,895-2.6% | $178,503-67.9% | $73,497-21.9% |
| Participation rate | 87.2% | 66.2%+20.9pp | 81.9%+5.2pp | 70.7%+16.5pp |
| Annual return | 16.21% | 24.86%-8.7pp | 151.12%-134.9pp | 28.51%-12.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $4,010 | $2,567+56.2% | $5,202-22.9% | $3,740+7.2% |
| Admin fee / account holder | $294 | $400-26.6% | $13,987-97.9% | $513-42.7% |