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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $69,888 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 64 · EIN 13-3036745 | Recordkeeping Fees | $1,106 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $620 |
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 | $62,607 | $55,002+13.8% | $59,899+4.5% | $56,289+11.2% |
| Participation rate | 80.4% | 75.9%+4.4pp | 74.7%+5.7pp | 69.9%+10.5pp |
| Annual return | -5.02% | 1.13%-6.2pp | 3.46%-8.5pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,271 | $2,448-7.2% | $2,723-16.6% | $2,111+7.5% |
| Participant deferral / active EE | $4,736 | $3,121+51.8% | $3,402+39.2% | $3,350+41.4% |
| Admin fee / account holder | $147 | $236-37.5% | $3,592-95.9% | $521-71.7% |