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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 | $66,501+97.6% | $81,482+61.2% | $77,692+69.1% |
| Participation rate | 91.6% | 68.7%+22.9pp | 69.5%+22.1pp | 70.6%+21.1pp |
| Annual return | 14.13% | 15.93%-1.8pp | 24.79%-10.7pp | 31.25%-17.1pp |
| Employer contribution / active EE | $9,618 | $2,158+345.6% | $2,463+290.5% | $2,726+252.8% |
| Participant deferral / active EE | $7,982 | $3,678+117.1% | $3,885+105.5% | $4,648+71.7% |
| Admin fee / account holder | $358 | $583-38.6% | $5,761-93.8% | $431-16.8% |