Filed June 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $38,383 |
SIERRA OCEAN, LLC4 years Service code 27 · EIN 87-0912546 | Advisory (Plan) | $35,187 |
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 | $66,965 | $62,146+7.8% | $81,438-17.8% | $74,546-10.2% |
| Participation rate | 89.8% | 64.1%+25.8pp | 69.5%+20.3pp | 67.2%+22.6pp |
| Annual return | 15.29% | 16.49%-1.2pp | 24.74%-9.5pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $2,773 | $1,883+47.3% | $2,460+12.7% | $2,624+5.7% |
| Participant deferral / active EE | $4,359 | $3,229+35.0% | $3,883+12.3% | $4,347+0.3% |
| Admin fee / account holder | $308 | $1,922-84.0% | $5,764-94.7% | $1,944-84.2% |