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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $21,600 |
PROEQUITIES INC2 years Filed as: PROEQUITIES, INC. Service code 27 · EIN 63-0879387 | Advisory (Plan) | $9,452 |
Filed as: CONCOURSE FINANCIAL GROUP Service code 27 · EIN 63-0879387 | Advisory (Plan) | $4,655 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,142 | $65,092-29.1% | $143,799-67.9% | $66,938-31.1% |
| Participation rate | 91.2% | 65.2%+26.0pp | 80.3%+10.9pp | 69.8%+21.4pp |
| Annual return | -12.96% | -11.14%-1.8pp | -0.04%-12.9pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,208 | $2,362-6.5% | $4,952-55.4% | $2,545-13.2% |
| Participant deferral / active EE | $4,985 | $2,920+70.7% | $5,638-11.6% | $4,238+17.6% |
| Admin fee / account holder | $169 | $502-66.3% | $14,677-98.8% | $594-71.5% |