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| Provider | Service type | Compensation |
|---|---|---|
ARBOR POINT ADVISORS LLC3 years Filed as: ARBOR POINT ADVISORS, LLC Service code 27 · EIN 46-1050183 | Advisory (Plan) | $38,339 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $37,188 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,540 | $47,163-45.8% | $149,696-82.9% | $74,460-65.7% |
| Participation rate | 84.4% | 63.4%+21.0pp | 78.8%+5.6pp | 70.7%+13.7pp |
| Annual return | 23.44% | 22.75%+0.7pp | 134.46%-111.0pp | 34.38%-10.9pp |
| Employer contribution / active EE | $2,497 | $1,907+30.9% | $4,821-48.2% | $2,638-5.4% |
| Participant deferral / active EE | $3,869 | $2,730+41.7% | $5,682-31.9% | $4,530-14.6% |
| Admin fee / account holder | $235 | $343-31.4% | $13,212-98.2% | $348-32.3% |