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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $24,103 |
Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 72 · EIN 13-5581829 | Other investment fees and expenses | $20 |
STANDARD RETIREMENT SERVICES6 years Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,933 | $61,391-57.8% | $149,723-82.7% | $71,529-63.7% |
| Participation rate | 83.7% | 62.5%+21.1pp | 78.8%+4.9pp | 67.9%+15.7pp |
| Annual return | 15.64% | 35.88%-20.2pp | 134.50%-118.9pp | 28.97%-13.3pp |
| Employer contribution / active EE | $831 | $2,384-65.2% | $4,821-82.8% | $2,590-67.9% |
| Participant deferral / active EE | $2,445 | $2,921-16.3% | $5,682-57.0% | $4,291-43.0% |
| Admin fee / account holder | $264 | $1,264-79.1% | $13,215-98.0% | $1,588-83.4% |