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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $38,628 |
GENEOS WEALTH MANAGEMENT INC1+ years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 · EIN 02-0580939 | Advisory (Plan) | $22,397 |
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 | $23,995 | $38,925-38.4% | $73,835-67.5% | $55,191-56.5% |
| Participation rate | 86.6% | 66.0%+20.6pp | 73.4%+13.2pp | 69.2%+17.5pp |
| Annual return | -0.43% | 6.31%-6.7pp | 2268.13%-2268.6pp | 10.78%-11.2pp |
| Employer contribution / active EE | $715 | $1,695-57.8% | $2,788-74.4% | $1,899-62.4% |
| Participant deferral / active EE | $2,054 | $2,351-12.6% | $3,583-42.7% | $3,046-32.6% |
| Admin fee / account holder | $215 | $83+159.4% | $4,880-95.6% | $91+136.8% |