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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $56,206 |
TWO WEST CAPITAL ADVISORS3+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $29,146 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,113 | $82,163-51.2% | $125,363-68.0% | $64,814-38.1% |
| Participation rate | 82.9% | 77.9%+5.0pp | 82.4%+0.5pp | 71.5%+11.4pp |
| Annual return | -15.68% | 3.49%-19.2pp | 572.15%-587.8pp | 32.84%-48.5pp |
| Employer contribution / active EE | $2,936 | $3,616-18.8% | $4,815-39.0% | $2,507+17.1% |
| Participant deferral / active EE | $5,293 | $7,175-26.2% | $7,447-28.9% | $4,310+22.8% |
| Admin fee / account holder | $107 | $163-34.5% | $10,005-98.9% | $188-43.1% |