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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 1100 SW 6TH AVENUE · PORTLAND, OR 97204 | Claims processing; Direct payment fro... | $57,095 |
YUNG GERIS GROUP3 years Service code 26 130 WEST SUPERIOR STREET · DULUTH, MN 55802 | Advisory (Participants) | $11,421 |
Filed as: CRESSET Service code 26 701 CARLSON PARKWAY · MINNETONKA, MN 55305 | Advisory (Participants) | $5,115 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,996 | $101,499-19.2% | $147,005-44.2% | $74,546+10.0% |
| Participation rate | 81.1% | 75.5%+5.6pp | 82.2%-1.0pp | 67.2%+13.9pp |
| Annual return | 15.88% | 8732.34%-8716.5pp | 418.76%-402.9pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $2,306 | $3,811-39.5% | $4,934-53.3% | $2,624-12.1% |
| Participant deferral / active EE | $4,883 | $7,304-33.1% | $8,070-39.5% | $4,347+12.3% |
| Admin fee / account holder | $80 | $1,748-95.4% | $13,006-99.4% | $1,944-95.9% |