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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $12,258 |
TRUTINA FINANCIAL1 year Service code 27 · EIN 47-0995939 | Advisory (Plan) | $11,457 |
Filed as: PUTNAM INVESTMENTS Service code 64 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping Fees | $100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,697 | $55,636-43.0% | $81,982-61.3% | $73,497-56.9% |
| Participation rate | 90.7% | 62.3%+28.4pp | 69.3%+21.4pp | 70.7%+20.0pp |
| Annual return | 14.92% | 19.07%-4.2pp | 41.31%-26.4pp | 28.51%-13.6pp |
| Employer contribution / active EE | $2,294 | $1,625+41.2% | $2,498-8.2% | $2,270+1.1% |
| Participant deferral / active EE | $2,573 | $2,762-6.8% | $3,722-30.9% | $3,740-31.2% |
| Admin fee / account holder | $151 | $493-69.3% | $5,665-97.3% | $513-70.6% |