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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DESCHUTES PORTFOLIO STRATEGY L Service code 27 · EIN 27-5035231 | Advisory (Plan) | $38,350 |
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $36,578 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,749 | $64,890+129.2% | $134,172+10.9% | $67,986+118.8% |
| Participation rate | 99.2% | 48.5%+50.7pp | 72.5%+26.7pp | 57.2%+42.0pp |
| Annual return | 14.73% | 16.12%-1.4pp | 25.30%-10.6pp | 31.67%-16.9pp |
| Employer contribution / active EE | $5,822 | $1,360+328.2% | $3,420+70.2% | $2,019+188.4% |
| Participant deferral / active EE | $4,070 | $2,289+77.9% | $4,690-13.2% | $3,358+21.2% |
| Admin fee / account holder | $496 | $3,140-84.2% | $12,016-95.9% | $3,203-84.5% |