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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,371 |
GENEOS WEALTH MANAGEMENT INC2+ years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 · EIN 02-0580939 | Advisory (Plan) | $21,534 |
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 | $24,862 | $43,423-42.7% | $78,676-68.4% | $55,167-54.9% |
| Participation rate | 91.7% | 68.0%+23.7pp | 73.6%+18.2pp | 69.0%+22.7pp |
| Annual return | 8.07% | 11.53%-3.5pp | 62.19%-54.1pp | 169.23%-161.2pp |
| Employer contribution / active EE | $773 | $1,997-61.3% | $2,850-72.9% | $1,963-60.6% |
| Participant deferral / active EE | $2,384 | $2,509-5.0% | $3,517-32.2% | $3,054-21.9% |
| Admin fee / account holder | $217 | $416-48.0% | $4,510-95.2% | $504-57.0% |