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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 27 · EIN 93-0987232 | Advisory (Plan) | $37,322 |
STANCORP FINANCIAL GROUP2 years Filed as: STANCORP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $24,497 |
BENEFIT RESOURCES, INC.1 year Service code 27 · EIN 68-0198481 | Advisory (Plan) | $1,300 |
Filed as: POLYCOMP ADMINISTRATIVE SERVICES IN Service code 27 · EIN 95-2889854 | Advisory (Plan) | $1,280 |
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 | $161,618 | $58,895+174.4% | $178,503-9.5% | $73,497+119.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 13.24% | 24.86%-11.6pp | 151.12%-137.9pp | 28.51%-15.3pp |
| Employer contribution / active EE | $6,286 | $2,236+181.1% | $5,011+25.4% | $2,270+176.9% |
| Participant deferral / active EE | $6,647 | $2,567+159.0% | $5,202+27.8% | $3,740+77.7% |
| Admin fee / account holder | $681 | $400+70.1% | $13,987-95.1% | $513+32.7% |