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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $52,545 |
TWO WEST CAPITAL ADVISORS4+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $32,566 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,048 | $95,417-46.5% | $135,974-62.5% | $74,460-31.4% |
| Participation rate | 83.5% | 78.2%+5.3pp | 81.9%+1.6pp | 70.7%+12.8pp |
| Annual return | 22.72% | 32.76%-10.0pp | 68.30%-45.6pp | 34.38%-11.7pp |
| Employer contribution / active EE | $3,386 | $3,878-12.7% | $4,859-30.3% | $2,638+28.3% |
| Participant deferral / active EE | $6,704 | $7,789-13.9% | $7,760-13.6% | $4,530+48.0% |
| Admin fee / account holder | $136 | $266-48.7% | $10,767-98.7% | $348-60.8% |