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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $33,278 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $11,587 |
Service code 27 · EIN 74-2096435 | Advisory (Plan) | $5,164 |
Annual investment return 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 | $38,793 | $81,948-52.7% | $90,766-57.3% | $64,824-40.2% |
| Participation rate | 84.1% | 80.5%+3.7pp | 75.7%+8.4pp | 71.5%+12.7pp |
| Annual return | -17.73% | -12.53%-5.2pp | -12.16%-5.6pp | 32.84%-50.6pp |
| Employer contribution / active EE | $1,369 | $3,067-55.4% | $2,922-53.2% | $2,507-45.4% |
| Participant deferral / active EE | $4,218 | $4,844-12.9% | $4,565-7.6% | $4,311-2.2% |
| Admin fee / account holder | $72 | $157-54.4% | $8,446-99.2% | $188-61.9% |