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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $27,188 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 | Advisory (Participants) | $11,692 |
SII INVESTMENTS INC1+ years Filed as: SII INVESTMENTS, INC Service code 26 · EIN 39-1099262 | Advisory (Participants) | $10,939 |
Filed as: NORTHWESTERN MUTUAL Service code 26 · EIN 39-2018056 | Advisory (Participants) | $10,642 |
GOLDMAN SACHS1+ years Filed as: VISTA CAPITAL PARTNERS, INC. Service code 26 · EIN 93-1307808 | Advisory (Participants) | $9,153 |
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 | $149,713 | $72,177+107.4% | $115,037+30.1% | $59,633+151.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.45% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $8,688 | $2,841+205.8% | $4,608+88.5% | $2,203+294.4% |
| Participant deferral / active EE | $6,414 | $4,783+34.1% | $6,026+6.4% | $3,192+101.0% |
| Admin fee / account holder | $377 | $4,927-92.3% | $8,175-95.4% | $4,297-91.2% |