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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $49,579 |
TWO WEST CAPITAL ADVISORS5+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $40,036 |
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 | $52,823 | $106,264-50.3% | $147,117-64.1% | $77,762-32.1% |
| Participation rate | 82.5% | 78.4%+4.1pp | 82.2%+0.4pp | 70.6%+12.0pp |
| Annual return | 13.66% | 56.94%-43.3pp | 420.54%-406.9pp | 31.27%-17.6pp |
| Employer contribution / active EE | $3,259 | $4,074-20.0% | $4,932-33.9% | $2,728+19.5% |
| Participant deferral / active EE | $6,717 | $8,003-16.1% | $8,065-16.7% | $4,651+44.4% |
| Admin fee / account holder | $138 | $334-58.7% | $12,993-98.9% | $433-68.1% |