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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $41,610 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $605 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,934 | $88,122-74.0% | $141,162-83.8% | $67,579-66.1% |
| Participation rate | 85.4% | 76.5%+8.9pp | 82.5%+2.9pp | 71.3%+14.1pp |
| Annual return | 22.44% | 75.40%-53.0pp | 71.39%-48.9pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,367 | $3,224-57.6% | $4,735-71.1% | $2,148-36.4% |
| Participant deferral / active EE | $2,285 | $5,958-61.6% | $6,709-65.9% | $3,539-35.4% |
| Admin fee / account holder | $100 | $131-23.6% | $10,261-99.0% | $142-29.8% |