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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $19,379 |
CL WEALTH MANAGEMENT LLC1 year Service code 27 · EIN 06-1748234 | Advisory (Plan) | $6,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,170 | $59,220-86.2% | $96,570-91.5% | $79,391-89.7% |
| Participation rate | 50.2% | 61.9%-11.7pp | 69.8%-19.6pp | 70.7%-20.5pp |
| Annual return | 13.65% | 27.08%-13.4pp | 37.79%-24.1pp | 116.88%-103.2pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,357-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $785 | $2,948-73.4% | $3,849-79.6% | $4,046-80.6% |
| Admin fee / account holder | $134 | $659-79.6% | $6,182-97.8% | $627-78.6% |