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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $63,508 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $480 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,439 | $69,708+39.8% | $67,560+44.2% | $74,478+30.8% |
| Participation rate | 84.4% | 71.4%+13.0pp | 72.9%+11.5pp | 67.2%+17.2pp |
| Annual return | 15.82% | -40.67%+56.5pp | 3533.50%-3517.7pp | 1370.56%-1354.7pp |
| Employer contribution / active EE | $3,277 | $2,715+20.7% | $2,737+19.7% | $2,626+24.8% |
| Participant deferral / active EE | $7,692 | $3,637+111.5% | $4,004+92.1% | $4,350+76.8% |
| Admin fee / account holder | $92 | $887-89.7% | $3,994-97.7% | $1,946-95.3% |