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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $16,432 |
Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $13,607 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,607 | $52,884-62.9% | $84,753-76.9% | $55,167-64.5% |
| Participation rate | 91.3% | 67.5%+23.8pp | 76.6%+14.7pp | 69.0%+22.3pp |
| Annual return | 8.84% | 18.03%-9.2pp | 22.78%-13.9pp | 169.23%-160.4pp |
| Employer contribution / active EE | $1,657 | $2,233-25.8% | $3,574-53.6% | $1,963-15.6% |
| Participant deferral / active EE | $3,610 | $2,644+36.5% | $3,712-2.7% | $3,054+18.2% |
| Admin fee / account holder | $126 | $581-78.4% | $5,333-97.6% | $504-75.1% |