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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Named fiduciary; Investment managemen... | $43,211 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $26,203 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,423 | $78,607-49.8% | $105,624-62.7% | $74,478-47.1% |
| Participation rate | 92.6% | 72.8%+19.8pp | 75.3%+17.3pp | 67.2%+25.4pp |
| Annual return | 13.62% | 15.96%-2.3pp | 116.20%-102.6pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $1,355 | $2,523-46.3% | $3,168-57.2% | $2,626-48.4% |
| Participant deferral / active EE | $3,173 | $4,325-26.6% | $5,013-36.7% | $4,350-27.1% |
| Admin fee / account holder | $261 | $2,220-88.2% | $10,961-97.6% | $1,946-86.6% |