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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Other fees;... | $48,270 |
BAIRD INSURANCE SERVICES INC2+ years Filed as: HILLIARD LYONS Service code 27 · EIN 26-2333067 | Advisory (Plan) | $15,009 |
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 | $96,604 | $68,408+41.2% | $57,196+68.9% | $57,658+67.5% |
| Participation rate | 32.5% | 79.1%-46.7pp | 75.3%-42.9pp | 70.2%-37.8pp |
| Annual return | 6.43% | 8.51%-2.1pp | 14.59%-8.2pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,122 | $2,869-60.9% | $2,683-58.2% | $1,974-43.1% |
| Participant deferral / active EE | $1,310 | $2,903-54.9% | $3,096-57.7% | $3,061-57.2% |
| Admin fee / account holder | $173 | $70+148.5% | $3,141-94.5% | $95+83.1% |