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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $23,100 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $18,691 |
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 | $27,582 | $58,726-53.0% | $92,239-70.1% | $62,293-55.7% |
| Participation rate | 94.8% | 68.3%+26.4pp | 76.5%+18.3pp | 69.5%+25.3pp |
| Annual return | 34.52% | 43.62%-9.1pp | 176.29%-141.8pp | 28.90%+5.6pp |
| Employer contribution / active EE | $1,816 | $2,392-24.1% | $3,680-50.6% | $2,042-11.1% |
| Participant deferral / active EE | $3,777 | $2,766+36.6% | $3,897-3.1% | $3,169+19.2% |
| Admin fee / account holder | $171 | $556-69.2% | $5,194-96.7% | $479-64.2% |