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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $41,962 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,144 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,295 | $59,054-18.2% | $97,197-50.3% | $77,714-37.9% |
| Participation rate | 81.3% | 67.9%+13.4pp | 72.7%+8.6pp | 70.6%+10.7pp |
| Annual return | 23.35% | 16.96%+6.4pp | 75.47%-52.1pp | 31.26%-7.9pp |
| Employer contribution / active EE | $849 | $1,742-51.2% | $2,723-68.8% | $2,727-68.9% |
| Participant deferral / active EE | $4,271 | $3,930+8.7% | $4,263+0.2% | $4,649-8.1% |
| Admin fee / account holder | $230 | $346-33.5% | $5,637-95.9% | $433-46.9% |