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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $34,588 |
BEIMDIEK INSURANCE AGENCY, INC.4+ years Service code 27 · EIN 43-1063643 | Advisory (Plan) | $13,473 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,253 | $62,928-45.6% | $172,739-80.2% | $67,579-49.3% |
| Participation rate | 33.1% | 64.5%-31.4pp | 82.6%-49.6pp | 71.3%-38.2pp |
| Annual return | 3.85% | 30.36%-26.5pp | 802.84%-799.0pp | 378.56%-374.7pp |
| Employer contribution / active EE | $551 | $1,636-66.3% | $5,143-89.3% | $2,148-74.3% |
| Participant deferral / active EE | $781 | $2,145-63.6% | $5,198-85.0% | $3,539-77.9% |
| Admin fee / account holder | $290 | $167+73.8% | $13,954-97.9% | $142+103.5% |