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 | Claims processing; Recordkeeping and ... | $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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,938 | $56,438+4.4% | $76,872-23.3% | $71,511-17.6% |
| Participation rate | 88.2% | 64.3%+23.9pp | 69.6%+18.6pp | 67.9%+20.3pp |
| Annual return | 16.60% | 19.05%-2.5pp | 37.90%-21.3pp | 28.86%-12.3pp |
| Employer contribution / active EE | $2,883 | $1,864+54.7% | $2,533+13.8% | $2,589+11.4% |
| Participant deferral / active EE | $4,834 | $3,136+54.1% | $3,832+26.1% | $4,291+12.7% |
| Admin fee / account holder | $310 | $1,430-78.3% | $5,476-94.3% | $1,588-80.5% |