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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $37,594 |
BEIMDIEK INSURANCE AGENCY, INC.2+ years Service code 27 · EIN 43-1063643 | Advisory (Plan) | $11,545 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,798 | $46,173-37.6% | $170,435-83.1% | $69,631-58.6% |
| Participation rate | 49.8% | 63.9%-14.1pp | 83.6%-33.8pp | 70.7%-20.8pp |
| Annual return | 9.55% | 21.62%-12.1pp | 205.94%-196.4pp | 27571.02%-27561.5pp |
| Employer contribution / active EE | $712 | $1,610-55.7% | $5,432-86.9% | $2,032-64.9% |
| Participant deferral / active EE | $942 | $2,080-54.7% | $4,939-80.9% | $3,224-70.8% |
| Admin fee / account holder | $276 | $116+138.1% | $13,881-98.0% | $110+150.0% |