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| Provider | Service type | Compensation |
|---|---|---|
GWN SECURITIES, INC2 years Service code 27 · EIN 65-0939556 | Advisory (Plan) | $14,654 |
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $7,770 |
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 | $49,272 | $53,901-8.6% | $134,162-63.3% | $73,493-33.0% |
| Participation rate | 42.5% | 62.8%-20.4pp | 72.2%-29.7pp | 70.7%-28.2pp |
| Annual return | 16.78% | 15.82%+1.0pp | 36.35%-19.6pp | 28.51%-11.7pp |
| Employer contribution / active EE | $664 | $1,458-54.5% | $3,705-82.1% | $2,270-70.8% |
| Participant deferral / active EE | $2,163 | $2,739-21.0% | $3,500-38.2% | $3,740-42.2% |
| Admin fee / account holder | $261 | $581-55.1% | $6,685-96.1% | $513-49.2% |