Filed June 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $31,772 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $26,367 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,848 | $122,051-50.1% | $184,185-67.0% | $74,400-18.2% |
| Participation rate | 89.2% | 85.5%+3.7pp | 86.8%+2.3pp | 67.2%+22.0pp |
| Annual return | 17.55% | 19.91%-2.4pp | 28.81%-11.3pp | 1367.51%-1350.0pp |
| Employer contribution / active EE | $2,331 | $4,539-48.6% | $6,426-63.7% | $2,624-11.2% |
| Participant deferral / active EE | $3,770 | $7,146-47.2% | $9,132-58.7% | $4,348-13.3% |
| Admin fee / account holder | $183 | $1,258-85.4% | $13,909-98.7% | $1,944-90.6% |