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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $26,456 |
GOLDMAN SACHS3+ years Filed as: VISTA CAPITAL PARTNERS, INC. Service code 26 · EIN 93-1307808 | Advisory (Participants) | $15,126 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 23-2384840 | Advisory (Participants) | $12,645 |
Filed as: NORTHWESTERN MUTUAL Service code 26 · EIN 39-2018056 | Advisory (Participants) | $11,775 |
PENSION PLAN SPECIALISTS, PC2 years Service code 10 · EIN 26-1570786 | Accounting | $5,698 |
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 | $168,851 | $85,766+96.9% | $136,297+23.9% | $70,124+140.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.72% | 31.45%-15.7pp | 5156.19%-5140.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $8,703 | $2,966+193.4% | $4,696+85.3% | $2,342+271.5% |
| Participant deferral / active EE | $6,292 | $5,051+24.6% | $6,247+0.7% | $3,332+88.8% |
| Admin fee / account holder | $389 | $5,420-92.8% | $9,244-95.8% | $4,645-91.6% |