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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DESCHUTES PORTFOLIO STRATEGY L Service code 27 · EIN 27-5035231 | Advisory (Plan) | $32,859 |
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,233 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,939 | $62,327+98.9% | $120,354+3.0% | $74,495+66.4% |
| Participation rate | 99.3% | 56.8%+42.5pp | 71.9%+27.3pp | 67.2%+32.1pp |
| Annual return | 10.32% | 18.61%-8.3pp | 107.15%-96.8pp | 1364.94%-1354.6pp |
| Employer contribution / active EE | $5,376 | $1,843+191.6% | $3,463+55.2% | $2,623+104.9% |
| Participant deferral / active EE | $3,567 | $2,893+23.3% | $4,991-28.5% | $4,346-17.9% |
| Admin fee / account holder | $422 | $2,396-82.4% | $9,423-95.5% | $1,942-78.3% |