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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $44,479 |
BAIRD INSURANCE SERVICES INC1+ years Filed as: HILLIARD LYONS Service code 27 · EIN 26-2333067 | Advisory (Plan) | $15,000 |
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 | $73,469 | $67,166+9.4% | $57,356+28.1% | $55,191+33.1% |
| Participation rate | 50.1% | 77.7%-27.6pp | 75.1%-25.0pp | 69.2%-19.1pp |
| Annual return | 1.12% | 4.22%-3.1pp | 24.41%-23.3pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,394 | $2,812-50.4% | $2,689-48.2% | $1,899-26.6% |
| Participant deferral / active EE | $1,592 | $2,835-43.9% | $3,162-49.7% | $3,046-47.8% |
| Admin fee / account holder | $138 | $44+216.1% | $3,357-95.9% | $91+51.6% |