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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $50,138 |
Filed as: DESCHUTES PORTFOLIO STRATEGY, LLC Service code 10 · EIN 27-5035231 | Accounting | $37,589 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $13,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,034 | $85,171+165.4% | $172,753+30.8% | $72,976+209.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 21.79% | 27.32%-5.5pp | 803.00%-781.2pp | 81.02%-59.2pp |
| Employer contribution / active EE | $11,206 | $3,324+237.1% | $5,144+117.9% | $2,440+359.3% |
| Participant deferral / active EE | $7,817 | $3,260+139.8% | $5,198+50.4% | $3,608+116.7% |
| Admin fee / account holder | $816 | $5,880-86.1% | $13,956-94.2% | $5,124-84.1% |