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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $72,581 |
BAIRD FUNDS2 years Filed as: ROBERT W BAIRD & CO, INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $18,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $91,107 | $91,695-0.6% | $67,575+34.8% | $77,736+17.2% |
| Participation rate | 48.9% | 76.0%-27.1pp | 72.9%-24.0pp | 70.6%-21.7pp |
| Annual return | -18.40% | 14.88%-33.3pp | 3528.98%-3547.4pp | 31.26%-49.7pp |
| Employer contribution / active EE | $1,079 | $3,189-66.2% | $2,736-60.6% | $2,728-60.4% |
| Participant deferral / active EE | $2,048 | $3,912-47.6% | $4,003-48.8% | $4,651-56.0% |
| Admin fee / account holder | $254 | $245+3.7% | $3,993-93.6% | $433-41.4% |