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| Provider | Service type | Compensation |
|---|---|---|
THE STANDARD1+ years Service code 15 · EIN 93-1070838 | Recordkeeping | $246,992 |
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $69,180 |
BENEFIT PLAN ADMINISTRATORS1+ years Filed as: A & I BENEFIT PLAN ADMINISTRATORS Service code 13 · EIN 93-0446761 | Contract Administrator | $66,909 |
Service code 29 · EIN 91-0889948 | Legal | $43,605 |
BENESYS, INC.1+ years Service code 13 · EIN 93-0446761 | Contract Administrator | $36,291 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $22,600 |
RELIANT CONSULTING & RESEARCH1+ years Service code 27 · EIN 75-2971473 | Advisory (Plan) | $20,850 |
ROBBLEE DETWILER & BLACK1+ years Service code 29 2101 4TH AVE #1000 · SEATTLE, WA 98121 | Legal | $8,992 |
ANATASI MOORE AND MARTIN1+ years Service code 10 · EIN 20-8149084 | Accounting | $7,151 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,216 | $48,096-39.3% | $75,784-61.4% | $67,505-56.7% |
| Participation rate | 86.1% | 86.8%-0.7pp | 75.8%+10.3pp | 71.2%+14.9pp |
| Annual return | -0.06% | 0.30%-0.4pp | 9.68%-9.7pp | 6.52%-6.6pp |
| Employer contribution / active EE | $777 | $2,549-69.5% | $3,323-76.6% | $2,173-64.3% |
| Participant deferral / active EE | $1,000 | $3,109-67.8% | $3,652-72.6% | $3,597-72.2% |
| Admin fee / account holder | $105 | $82+28.0% | $5,300-98.0% | $56+87.1% |