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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,874 |
Filed as: DESCHUTES PORTFOLIO STRATEGY L Service code 10 · EIN 27-5035231 | Accounting | $20,960 |
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 | $108,121 | $62,715+72.4% | $104,301+3.7% | $66,938+61.5% |
| Participation rate | 94.7% | 59.6%+35.1pp | 73.3%+21.5pp | 69.8%+24.9pp |
| Annual return | -13.47% | -14.70%+1.2pp | 24.61%-38.1pp | 1.58%-15.0pp |
| Employer contribution / active EE | $4,893 | $1,976+147.7% | $3,373+45.1% | $2,545+92.2% |
| Participant deferral / active EE | $3,228 | $2,852+13.2% | $4,626-30.2% | $4,238-23.8% |
| Admin fee / account holder | $410 | $657-37.6% | $7,340-94.4% | $594-30.9% |