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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $19,327 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $15,316 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,143 | $58,311-29.4% | $81,882-49.8% | $80,959-49.2% |
| Participation rate | 77.2% | 63.5%+13.7pp | 72.4%+4.8pp | 67.7%+9.5pp |
| Annual return | 11.44% | 41.85%-30.4pp | 779.47%-768.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $2,020 | $2,347-13.9% | $2,916-30.7% | $2,757-26.8% |
| Participant deferral / active EE | $4,627 | $3,287+40.8% | $4,323+7.0% | $4,300+7.6% |
| Admin fee / account holder | $284 | $4,752-94.0% | $7,360-96.1% | $6,925-95.9% |