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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $48,618 |
ARBOR POINT ADVISORS LLC4 years Filed as: ARBOR POINT ADVISORS, LLC Service code 27 · EIN 46-1050183 | Advisory (Plan) | $24,979 |
ECHELON GROUP1 year Filed as: ECHELON GROUP INC Service code 27 · EIN 82-0492018 | Advisory (Plan) | $9,944 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,441 | $50,919-36.3% | $155,556-79.1% | $77,762-58.3% |
| Participation rate | 88.8% | 63.1%+25.7pp | 78.2%+10.6pp | 70.6%+18.2pp |
| Annual return | 16.92% | 34.84%-17.9pp | 64.84%-47.9pp | 31.27%-14.4pp |
| Employer contribution / active EE | $3,266 | $1,991+64.0% | $4,675-30.1% | $2,728+19.7% |
| Participant deferral / active EE | $4,691 | $2,824+66.1% | $5,631-16.7% | $4,651+0.9% |
| Admin fee / account holder | $239 | $437-45.3% | $15,885-98.5% | $433-44.9% |