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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $17,408 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,378 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,176 | $46,732-41.8% | $156,551-82.6% | $55,167-50.7% |
| Participation rate | 70.9% | 65.8%+5.1pp | 84.0%-13.1pp | 69.0%+1.9pp |
| Annual return | 4.57% | 17.72%-13.1pp | 32.23%-27.7pp | 169.23%-164.7pp |
| Employer contribution / active EE | $559 | $2,105-73.5% | $5,501-89.8% | $1,963-71.5% |
| Participant deferral / active EE | $2,936 | $2,204+33.2% | $4,871-39.7% | $3,054-3.9% |
| Admin fee / account holder | $112 | $418-73.3% | $13,028-99.1% | $504-77.9% |