Filed June 8, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $38,177 |
SIERRA OCEAN, LLC3 years Service code 27 · EIN 87-0912546 | Advisory (Plan) | $33,389 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,938 | $56,423+4.5% | $77,163-23.6% | $71,457-17.5% |
| Participation rate | 88.2% | 64.3%+23.9pp | 69.6%+18.7pp | 67.9%+20.3pp |
| Annual return | 16.60% | 19.05%-2.4pp | 37.87%-21.3pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,883 | $1,866+54.5% | $2,535+13.7% | $2,588+11.4% |
| Participant deferral / active EE | $4,834 | $3,142+53.9% | $3,833+26.1% | $4,289+12.7% |
| Admin fee / account holder | $310 | $1,429-78.3% | $5,472-94.3% | $1,587-80.4% |