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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,255 |
GELMAN LLP1 year Service code 10 · EIN 47-2310177 | Accounting | $16,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,389 | $56,317+55.2% | $71,209+22.7% | $74,304+17.6% |
| Participation rate | 56.0% | 55.1%+0.9pp | 73.8%-17.8pp | 60.3%-4.3pp |
| Annual return | 11.20% | 42.83%-31.6pp | 282.51%-271.3pp | 29.43%-18.2pp |
| Employer contribution / active EE | $1,511 | $2,160-30.1% | $2,721-44.5% | $2,241-32.6% |
| Participant deferral / active EE | $3,192 | $2,788+14.5% | $4,175-23.6% | $3,767-15.3% |
| Admin fee / account holder | $182 | $2,290-92.0% | $5,349-96.6% | $2,969-93.9% |