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 | Claims processing; Recordkeeping and ... | $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 | $62,177+7.7% | $81,370-17.7% | $74,478-10.1% |
| Participation rate | 89.8% | 64.1%+25.8pp | 69.5%+20.3pp | 67.2%+22.6pp |
| Annual return | 15.29% | 16.62%-1.3pp | 24.85%-9.6pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $2,773 | $1,881+47.4% | $2,464+12.6% | $2,626+5.6% |
| Participant deferral / active EE | $4,359 | $3,219+35.4% | $3,885+12.2% | $4,350+0.2% |
| Admin fee / account holder | $308 | $1,927-84.0% | $5,749-94.6% | $1,946-84.2% |