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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Filed as: STANCORP FINANCAIL GROUP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $35,337 |
Filed as: CONCOURSE FINANCIAL GROUP Service code 27 · EIN 63-0879387 | Advisory (Plan) | $24,408 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,579 | $55,472-3.4% | $155,567-65.6% | $74,546-28.1% |
| Participation rate | 97.2% | 61.9%+35.3pp | 78.2%+19.0pp | 67.2%+30.0pp |
| Annual return | 14.82% | 268.72%-253.9pp | 64.74%-49.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $1,429 | $2,269-37.0% | $4,674-69.4% | $2,624-45.5% |
| Participant deferral / active EE | $6,583 | $2,838+132.0% | $5,628+17.0% | $4,347+51.4% |
| Admin fee / account holder | $226 | $1,743-87.0% | $15,916-98.6% | $1,944-88.3% |