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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $52,763 |
GENEOS WEALTH MANAGEMENT INC6+ years Filed as: GENEOS WEALTH MANAGEMENT, INC. Service code 27 · EIN 02-0580939 | Advisory (Plan) | $23,249 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,436 | $66,124-44.9% | $90,430-59.7% | $73,493-50.4% |
| Participation rate | 94.4% | 69.7%+24.7pp | 72.7%+21.7pp | 70.7%+23.7pp |
| Annual return | 13.53% | 17.65%-4.1pp | 1293.73%-1280.2pp | 28.51%-15.0pp |
| Employer contribution / active EE | $878 | $2,346-62.6% | $3,262-73.1% | $2,270-61.3% |
| Participant deferral / active EE | $2,377 | $3,039-21.8% | $3,963-40.0% | $3,740-36.5% |
| Admin fee / account holder | $241 | $396-39.1% | $5,613-95.7% | $513-53.0% |