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| Provider | Service type | Compensation |
|---|---|---|
THE STANDARD3+ years Service code 15 · EIN 93-1070838 | Recordkeeping | $293,346 |
BENESYS, INC.2 years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $105,600 |
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $65,902 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $25,440 |
Service code 29 · EIN 91-0889948 | Legal | $24,000 |
RELIANT CONSULTING & RESEARCH3+ years Service code 27 · EIN 75-2971473 | Advisory (Plan) | $21,525 |
ANATASI MOORE AND MARTIN3+ years Service code 10 · EIN 20-8149084 | Accounting | $7,526 |
MCKANNA BISHOP JOFFE LLP1 year Filed as: MCKANNA BISHOP JOFFE, LLP Service code 29 1635 NW JOHNSON ST · PORTLAND, OR 97209 | Legal | $6,518 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $34,372 | $59,184-41.9% | $92,240-62.7% | $177,276-80.6% |
| Participation rate | 86.0% | 85.6%+0.3pp | 76.5%+9.5pp | 74.8%+11.1pp |
| Annual return | 12.09% | 15.88%-3.8pp | 176.29%-164.2pp | 21.25%-9.2pp |
| Employer contribution / active EE | $688 | $2,985-76.9% | $3,680-81.3% | $2,479-72.2% |
| Participant deferral / active EE | $1,183 | $2,859-58.6% | $3,897-69.6% | $3,881-69.5% |
| Admin fee / account holder | $105 | $98+6.6% | $5,194-98.0% | $154-32.0% |