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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,408 |
FIRST WESTERN TRUST BANK3 years Service code 27 · EIN 27-0083757 | Advisory (Plan) | $12,722 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,887 | $61,156-28.2% | $185,823-76.4% | $79,386-44.7% |
| Participation rate | 69.9% | 66.6%+3.2pp | 81.7%-11.8pp | 70.7%-0.8pp |
| Annual return | 11.69% | 19.45%-7.8pp | 122.05%-110.4pp | 116.85%-105.2pp |
| Employer contribution / active EE | $1,237 | $2,321-46.7% | $5,167-76.1% | $2,427-49.0% |
| Participant deferral / active EE | $2,944 | $2,789+5.6% | $5,568-47.1% | $4,046-27.2% |
| Admin fee / account holder | $73 | $710-89.7% | $16,237-99.5% | $626-88.3% |