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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $46,003 |
TWO WEST CAPITAL ADVISORS1+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $19,248 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,373 | $99,957-33.6% | $149,745-55.7% | $73,497-9.7% |
| Participation rate | 85.1% | 75.7%+9.4pp | 82.5%+2.6pp | 70.7%+14.4pp |
| Annual return | 21.83% | 53.87%-32.0pp | 276.72%-254.9pp | 28.51%-6.7pp |
| Employer contribution / active EE | $2,994 | $3,191-6.2% | $4,646-35.6% | $2,270+31.9% |
| Participant deferral / active EE | $6,035 | $6,073-0.6% | $6,843-11.8% | $3,740+61.4% |
| Admin fee / account holder | $133 | $551-75.8% | $9,312-98.6% | $513-74.0% |