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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $20,611 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $11,846 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,983 | $60,165-16.9% | $74,184-32.6% | $55,167-9.4% |
| Participation rate | 76.7% | 74.2%+2.6pp | 76.6%+0.1pp | 69.0%+7.8pp |
| Annual return | 52.25% | 10.00%+42.3pp | 17.74%+34.5pp | 169.23%-117.0pp |
| Employer contribution / active EE | $722 | $1,600-54.9% | $2,370-69.5% | $1,963-63.2% |
| Participant deferral / active EE | $2,987 | $2,973+0.5% | $3,550-15.8% | $3,054-2.2% |
| Admin fee / account holder | $296 | $419-29.4% | $5,586-94.7% | $504-41.3% |