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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253756 | Recordkeeping and information managem... | $87,928 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $41,491 |
WOODBURY FINANCIAL SERVICES8 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $15,694 |
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 | $131,389 | $66,459+97.7% | $81,353+61.5% | $77,736+69.0% |
| Participation rate | 91.6% | 68.7%+22.9pp | 69.5%+22.1pp | 70.6%+21.1pp |
| Annual return | 14.13% | 15.95%-1.8pp | 24.82%-10.7pp | 31.26%-17.1pp |
| Employer contribution / active EE | $9,618 | $2,156+346.0% | $2,464+290.4% | $2,728+252.6% |
| Participant deferral / active EE | $7,982 | $3,674+117.2% | $3,885+105.5% | $4,651+71.6% |
| Admin fee / account holder | $358 | $585-38.8% | $5,766-93.8% | $433-17.3% |