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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $13,425 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $9,631 |
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 | $27,485 | $60,261-54.4% | $81,783-66.4% | $74,546-63.1% |
| Participation rate | 83.9% | 62.9%+21.1pp | 72.4%+11.6pp | 67.2%+16.7pp |
| Annual return | 12.28% | 16.88%-4.6pp | 775.05%-762.8pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $812 | $2,622-69.0% | $2,913-72.1% | $2,624-69.1% |
| Participant deferral / active EE | $2,113 | $3,388-37.6% | $4,320-51.1% | $4,347-51.4% |
| Admin fee / account holder | $150 | $1,482-89.9% | $7,380-98.0% | $1,944-92.3% |