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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $68,295 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $27,200 |
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,111 | $155,795-92.9% | $136,298-91.8% | $69,631-84.0% |
| Participation rate | 87.8% | 75.2%+12.6pp | 81.9%+5.9pp | 70.7%+17.2pp |
| Annual return | 19.61% | 232464.33%-232444.7pp | 5156.27%-5136.7pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $477 | $2,991-84.1% | $4,696-89.8% | $2,032-76.5% |
| Participant deferral / active EE | $2,517 | $5,394-53.3% | $6,247-59.7% | $3,224-21.9% |
| Admin fee / account holder | $96 | $128-25.3% | $9,244-99.0% | $110-13.2% |