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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253756 | Recordkeeping and information managem... | $111,419 |
WOODBURY FINANCIAL SERVICES7 years Filed as: WOODBURY FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0944586 | Advisory (Plan) | $30,061 |
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 | $114,865 | $69,823+64.5% | $77,183+48.8% | $74,440+54.3% |
| Participation rate | 87.7% | 70.0%+17.7pp | 69.6%+18.2pp | 70.7%+17.0pp |
| Annual return | 17.91% | 19.99%-2.1pp | 37.89%-20.0pp | 34.37%-16.5pp |
| Employer contribution / active EE | $8,603 | $2,148+300.5% | $2,534+239.5% | $2,638+226.1% |
| Participant deferral / active EE | $6,965 | $3,558+95.8% | $3,833+81.7% | $4,529+53.8% |
| Admin fee / account holder | $386 | $398-3.1% | $5,475-93.0% | $348+10.8% |