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| Provider | Service type | Compensation |
|---|---|---|
ARBOR POINT ADVISORS LLC2 years Filed as: ARBOR POINT ADVISORS, LLC Service code 27 · EIN 46-1050183 | Advisory (Plan) | $32,267 |
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $30,970 |
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 | $25,890 | $65,092-60.2% | $143,799-82.0% | $66,938-61.3% |
| Participation rate | 94.8% | 65.2%+29.6pp | 80.3%+14.5pp | 69.8%+25.0pp |
| Annual return | -18.11% | -11.14%-7.0pp | -0.04%-18.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,342 | $2,362-0.8% | $4,952-52.7% | $2,545-8.0% |
| Participant deferral / active EE | $4,600 | $2,920+57.5% | $5,638-18.4% | $4,238+8.5% |
| Admin fee / account holder | $281 | $502-44.1% | $14,677-98.1% | $594-52.6% |