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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $49,689 |
SAGEVIEW ADVISORY GROUP, LLC3 years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $14,899 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,744 | $53,901-22.6% | $134,162-68.9% | $73,497-43.2% |
| Participation rate | 84.7% | 62.8%+21.9pp | 72.2%+12.6pp | 70.7%+14.1pp |
| Annual return | 17.38% | 15.82%+1.6pp | 36.35%-19.0pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,500 | $1,458+2.9% | $3,705-59.5% | $2,270-33.9% |
| Participant deferral / active EE | $3,100 | $2,739+13.2% | $3,500-11.4% | $3,740-17.1% |
| Admin fee / account holder | $286 | $581-50.8% | $6,685-95.7% | $513-44.3% |