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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $39,965 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 27 · EIN 41-0973005 | Advisory (Plan) | $10,514 |
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 | $13,835 | $36,916-62.5% | $156,551-91.2% | $57,658-76.0% |
| Participation rate | 70.2% | 63.4%+6.8pp | 84.0%-13.8pp | 70.2%0pp |
| Annual return | 6.31% | 12.38%-6.1pp | 32.23%-25.9pp | 5.13%+1.2pp |
| Employer contribution / active EE | $644 | $1,571-59.0% | $5,501-88.3% | $1,974-67.4% |
| Participant deferral / active EE | $1,440 | $1,926-25.2% | $4,871-70.4% | $3,061-52.9% |
| Admin fee / account holder | $149 | $82+80.2% | $13,028-98.9% | $95+57.3% |