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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Recordkeep... | $60,550 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $580 |
DWS FUNDS1 year Filed as: DWS TRUST COMPANY Service code 64 875 THIRD AVENUE · NEW YORK, NY 10022 | Recordkeeping Fees | $67 |
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 | $70,748 | $60,795+16.4% | $69,483+1.8% | $65,186+8.5% |
| Participation rate | 81.3% | 74.9%+6.4pp | 74.6%+6.7pp | 70.2%+11.0pp |
| Annual return | 21.50% | 17.46%+4.0pp | 28.99%-7.5pp | 29.39%-7.9pp |
| Employer contribution / active EE | $2,299 | $2,452-6.2% | $2,780-17.3% | $2,177+5.6% |
| Participant deferral / active EE | $4,979 | $3,162+57.5% | $3,537+40.8% | $3,514+41.7% |
| Admin fee / account holder | $135 | $314-57.0% | $3,841-96.5% | $847-84.1% |