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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $20,376 |
GREENLEAF TRUST5 years Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $17,545 |
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 | $41,884 | $58,888-28.9% | $178,499-76.5% | $73,493-43.0% |
| Participation rate | 81.5% | 66.2%+15.2pp | 81.9%-0.4pp | 70.7%+10.8pp |
| Annual return | 13.62% | 24.86%-11.2pp | 151.10%-137.5pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,143 | $2,236-48.9% | $5,011-77.2% | $2,270-49.6% |
| Participant deferral / active EE | $2,386 | $2,568-7.1% | $5,202-54.1% | $3,740-36.2% |
| Admin fee / account holder | $149 | $400-62.7% | $13,986-98.9% | $513-70.9% |