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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,420 |
Filed as: DESCHUTES PORTFOLIO STRATEGY L Service code 27 · EIN 27-5035231 | Advisory (Plan) | $27,766 |
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 | $110,517 | $57,752+91.4% | $112,273-1.6% | $71,511+54.5% |
| Participation rate | 97.7% | 58.8%+38.9pp | 72.4%+25.3pp | 67.9%+29.8pp |
| Annual return | 14.01% | 18.25%-4.2pp | 30.23%-16.2pp | 28.86%-14.8pp |
| Employer contribution / active EE | $4,914 | $1,912+157.0% | $3,431+43.2% | $2,589+89.8% |
| Participant deferral / active EE | $3,222 | $2,860+12.6% | $4,800-32.9% | $4,291-24.9% |
| Admin fee / account holder | $392 | $1,586-75.3% | $7,752-94.9% | $1,588-75.3% |