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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; Custodial (other t... | $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 | $101,672-19.4% | $147,117-44.3% | $74,478+10.1% |
| Participation rate | 81.1% | 75.5%+5.6pp | 82.2%-1.1pp | 67.2%+13.9pp |
| Annual return | 15.88% | 8757.83%-8741.9pp | 420.54%-404.7pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $2,306 | $3,813-39.5% | $4,932-53.2% | $2,626-12.2% |
| Participant deferral / active EE | $4,883 | $7,305-33.2% | $8,065-39.4% | $4,350+12.2% |
| Admin fee / account holder | $80 | $1,753-95.4% | $12,993-99.4% | $1,946-95.9% |