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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 11 · EIN 93-1253576 | Actuarial | $92,667 |
BATCHELOR, TILLERY & ROBERTS2 years Service code 10 · EIN 56-1750124 | Accounting | $19,700 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $0 | $28,425,075-100.0% | $7,193,366-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 2.4%-2.4pp |
| Annual return | 10.10% | 11.98%-1.9pp | 78.53%-68.4pp | 22.81%-12.7pp |
| Employer contribution / active EE | $4,250 | $19,973-78.7% | $31,607-86.6% | $18,290-76.8% |
| Participant deferral / active EE | $4,250 | $2,176+95.4% | $101+4128.1% | $603+604.8% |
| Admin fee / account holder | $0 | $226,166-100.0% | $75,389-100.0% | $85,222-100.0% |