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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Other fees; R... | $25,387 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $18,305 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,522 | $49,940-38.9% | $95,740-68.1% | $74,460-59.0% |
| Participation rate | 72.4% | 66.8%+5.6pp | 72.3%+0.1pp | 70.7%+1.6pp |
| Annual return | 18.92% | 24.92%-6.0pp | 28.41%-9.5pp | 34.38%-15.5pp |
| Employer contribution / active EE | $679 | $1,639-58.6% | $2,836-76.1% | $2,638-74.3% |
| Participant deferral / active EE | $3,704 | $3,753-1.3% | $4,244-12.7% | $4,530-18.2% |
| Admin fee / account holder | $121 | $300-59.6% | $5,676-97.9% | $348-65.2% |