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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $47,131 |
GENEOS WEALTH MANAGEMENT INC4+ years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 · EIN 02-0580939 | Advisory (Plan) | $27,850 |
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 | $29,383 | $43,999-33.2% | $79,476-63.0% | $55,725-47.3% |
| Participation rate | 87.6% | 66.9%+20.7pp | 73.3%+14.2pp | 70.9%+16.7pp |
| Annual return | -5.83% | 1.81%-7.6pp | 718.21%-724.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $730 | $1,830-60.1% | $2,800-73.9% | $2,078-64.9% |
| Participant deferral / active EE | $2,242 | $2,538-11.7% | $3,704-39.5% | $3,356-33.2% |
| Admin fee / account holder | $269 | $118+128.5% | $5,113-94.7% | $115+133.2% |