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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $43,590 |
Filed as: RAYMOND JAMES Service code 27 · EIN 59-2937883 | Advisory (Plan) | $21,978 |
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 | $37,709 | $52,961-28.8% | $172,755-78.2% | $65,185-42.2% |
| Participation rate | 83.4% | 66.2%+17.2pp | 82.6%+0.8pp | 70.2%+13.2pp |
| Annual return | 20.60% | 30.12%-9.5pp | 802.94%-782.3pp | 29.38%-8.8pp |
| Employer contribution / active EE | $973 | $2,190-55.6% | $5,144-81.1% | $2,177-55.3% |
| Participant deferral / active EE | $4,343 | $2,471+75.8% | $5,198-16.4% | $3,514+23.6% |
| Admin fee / account holder | $273 | $472-42.1% | $13,955-98.0% | $847-67.8% |