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| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC1 year Service code 27 · EIN 65-0939556 | Advisory (Plan) | $14,278 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $8,151 |
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 | $47,603 | $46,722+1.9% | $130,660-63.6% | $65,185-27.0% |
| Participation rate | 30.5% | 60.9%-30.4pp | 71.7%-41.2pp | 70.2%-39.7pp |
| Annual return | 18.57% | 24.17%-5.6pp | 1709.29%-1690.7pp | 29.38%-10.8pp |
| Employer contribution / active EE | $776 | $1,488-47.8% | $4,092-81.0% | $2,177-64.3% |
| Participant deferral / active EE | $1,589 | $2,545-37.6% | $3,603-55.9% | $3,514-54.8% |
| Admin fee / account holder | $288 | $453-36.5% | $5,463-94.7% | $847-66.1% |