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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $43,917 |
GENEOS WEALTH MANAGEMENT INC3+ years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 · EIN 02-0580939 | Advisory (Plan) | $23,776 |
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 | $28,720 | $46,100-37.7% | $86,582-66.8% | $69,631-58.8% |
| Participation rate | 91.9% | 67.2%+24.7pp | 73.5%+18.3pp | 70.7%+21.2pp |
| Annual return | 15.52% | 21.02%-5.5pp | 965.08%-949.6pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $722 | $1,850-61.0% | $2,839-74.6% | $2,032-64.5% |
| Participant deferral / active EE | $2,136 | $2,432-12.2% | $3,609-40.8% | $3,224-33.7% |
| Admin fee / account holder | $241 | $94+157.3% | $4,904-95.1% | $110+118.5% |