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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 | Recordkeeping and information managem... | $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 | $101,591-19.3% | $147,096-44.3% | $74,429+10.2% |
| Participation rate | 81.1% | 75.5%+5.6pp | 82.2%-1.1pp | 67.2%+13.9pp |
| Annual return | 15.88% | 8746.45%-8730.6pp | 419.75%-403.9pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $2,306 | $3,813-39.5% | $4,936-53.3% | $2,625-12.1% |
| Participant deferral / active EE | $4,883 | $7,302-33.1% | $8,071-39.5% | $4,348+12.3% |
| Admin fee / account holder | $80 | $1,750-95.4% | $13,005-99.4% | $1,944-95.9% |