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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $40,309 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,281 |
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 | $30,029 | $65,083-53.9% | $143,788-79.1% | $66,930-55.1% |
| Participation rate | 89.3% | 65.2%+24.1pp | 80.3%+9.0pp | 69.8%+19.5pp |
| Annual return | -15.47% | -11.13%-4.3pp | -0.03%-15.4pp | 1.57%-17.0pp |
| Employer contribution / active EE | $1,236 | $2,361-47.6% | $4,952-75.0% | $2,545-51.4% |
| Participant deferral / active EE | $2,641 | $2,920-9.6% | $5,638-53.2% | $4,238-37.7% |
| Admin fee / account holder | $165 | $502-67.2% | $14,675-98.9% | $593-72.2% |