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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $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 | $106,110-50.2% | $147,005-64.1% | $77,671-32.0% |
| Participation rate | 82.5% | 78.4%+4.2pp | 82.2%+0.4pp | 70.6%+12.0pp |
| Annual return | 13.66% | 56.77%-43.1pp | 418.76%-405.1pp | 31.21%-17.5pp |
| Employer contribution / active EE | $3,259 | $4,065-19.8% | $4,934-34.0% | $2,726+19.5% |
| Participant deferral / active EE | $6,717 | $7,992-15.9% | $8,070-16.8% | $4,648+44.5% |
| Admin fee / account holder | $138 | $338-59.2% | $13,006-98.9% | $430-67.9% |