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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $47,698 |
MMA SECURITIES LLC1 year Service code 27 · EIN 22-3570392 | Advisory (Plan) | $45,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,296 | $54,193+123.8% | $93,669+29.5% | $77,714+56.1% |
| Participation rate | 98.9% | 63.9%+35.0pp | 68.7%+30.2pp | 70.6%+28.4pp |
| Annual return | 17.30% | 30.54%-13.2pp | 133.59%-116.3pp | 31.26%-14.0pp |
| Employer contribution / active EE | $4,788 | $1,168+310.0% | $2,424+97.6% | $2,727+75.6% |
| Participant deferral / active EE | $5,199 | $3,144+65.4% | $4,416+17.7% | $4,649+11.8% |
| Admin fee / account holder | $153 | $576-73.5% | $8,291-98.2% | $433-64.8% |