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| Provider | Service type | Compensation |
|---|---|---|
GWIN SECURITIES, INC1 year Service code 27 · EIN 65-0939556 | Advisory (Plan) | $14,206 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $6,525 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $43,633 | $44,221-1.3% | $121,220-64.0% | $56,289-22.5% |
| Participation rate | 30.4% | 61.1%-30.6pp | 71.8%-41.4pp | 69.9%-39.4pp |
| Annual return | -4.25% | -3.58%-0.7pp | 16.94%-21.2pp | -9.96%+5.7pp |
| Employer contribution / active EE | $780 | $1,480-47.3% | $4,023-80.6% | $2,111-63.1% |
| Participant deferral / active EE | $1,546 | $2,521-38.7% | $3,345-53.8% | $3,350-53.8% |
| Admin fee / account holder | $246 | $480-48.8% | $5,021-95.1% | $521-52.8% |