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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Other fees; Claims processing; Record... | $104,096 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $59,598 |
Service code 27 · EIN 27-1667654 | Advisory (Plan) | $18,485 |
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 | $54,573 | $52,293+4.4% | $178,499-69.4% | $73,412-25.7% |
| Participation rate | 93.1% | 65.3%+27.7pp | 81.9%+11.1pp | 72.2%+20.9pp |
| Annual return | 17.71% | 34.75%-17.0pp | 151.10%-133.4pp | 59.30%-41.6pp |
| Employer contribution / active EE | $1,255 | $1,735-27.7% | $5,011-75.0% | $2,234-43.8% |
| Participant deferral / active EE | $5,072 | $2,332+117.5% | $5,202-2.5% | $3,806+33.3% |
| Admin fee / account holder | $166 | $127+30.6% | $13,986-98.8% | $158+5.3% |