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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $21,850 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,204 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,902 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $2,873 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 63 · EIN 52-2114207 | 12b-1 Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,085 | $89,652-35.2% | $141,197-58.9% | $65,186-10.9% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.5%+14.5pp | 70.2%+26.8pp |
| Annual return | 20.01% | 32.79%-12.8pp | 71.41%-51.4pp | 29.39%-9.4pp |
| Employer contribution / active EE | $2,939 | $3,065-4.1% | $4,736-38.0% | $2,177+35.0% |
| Participant deferral / active EE | $6,176 | $5,691+8.5% | $6,710-8.0% | $3,514+75.7% |
| Admin fee / account holder | $171 | $569-69.9% | $10,265-98.3% | $847-79.8% |