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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 41-0417830 | Claims processing; Recordkeeping and ... | $46,689 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, INC Service code 27 5454 WEST 110 STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $34,375 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,022 | $83,023-48.2% | $102,437-58.0% | $77,762-44.7% |
| Participation rate | 90.8% | 71.5%+19.2pp | 74.5%+16.3pp | 70.6%+20.2pp |
| Annual return | 18.57% | 19.12%-0.5pp | 24.95%-6.4pp | 31.27%-12.7pp |
| Employer contribution / active EE | $1,638 | $3,552-53.9% | $3,871-57.7% | $2,728-39.9% |
| Participant deferral / active EE | $3,966 | $4,110-3.5% | $5,060-21.6% | $4,651-14.7% |
| Admin fee / account holder | $81 | $639-87.3% | $8,388-99.0% | $433-81.3% |