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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $26,765 |
UBS FINANCIAL SERVICES INC4 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $9,659 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $3,637 |
Employer contribution per participant 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 | $25,437 | $50,175-49.3% | $99,470-74.4% | $65,185-61.0% |
| Participation rate | 91.1% | 68.4%+22.7pp | 73.8%+17.3pp | 70.2%+20.9pp |
| Annual return | 22.66% | 25.36%-2.7pp | 30.72%-8.1pp | 29.38%-6.7pp |
| Employer contribution / active EE | $330 | $1,496-77.9% | $2,540-87.0% | $2,177-84.8% |
| Participant deferral / active EE | $2,772 | $2,748+0.9% | $3,619-23.4% | $3,514-21.1% |
| Admin fee / account holder | $157 | $398-60.6% | $6,252-97.5% | $847-81.5% |