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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $53,721 |
TWO WEST CAPITAL ADVISORS2+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $27,192 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,099 | $104,479-34.8% | $159,474-57.3% | $79,391-14.2% |
| Participation rate | 85.5% | 76.6%+8.8pp | 82.8%+2.6pp | 70.7%+14.8pp |
| Annual return | 17.04% | 67.98%-50.9pp | 263.68%-246.6pp | 116.88%-99.8pp |
| Employer contribution / active EE | $3,206 | $3,417-6.2% | $4,831-33.6% | $2,428+32.1% |
| Participant deferral / active EE | $6,749 | $6,468+4.4% | $7,353-8.2% | $4,046+66.8% |
| Admin fee / account holder | $162 | $711-77.3% | $10,802-98.5% | $627-74.2% |