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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Other fees; Recordkeeping and informa... | $47,155 |
BAIRD INSURANCE SERVICES INC3+ years Filed as: HILLIARD LYONS Service code 27 · EIN 26-2333067 | Advisory (Plan) | $14,987 |
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 | $105,529 | $74,552+41.6% | $63,003+67.5% | $69,631+51.6% |
| Participation rate | 36.6% | 78.3%-41.7pp | 74.8%-38.2pp | 70.7%-34.1pp |
| Annual return | 14.65% | 15.77%-1.1pp | 87.59%-72.9pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $1,272 | $2,929-56.6% | $2,760-53.9% | $2,032-37.4% |
| Participant deferral / active EE | $1,458 | $2,974-51.0% | $3,329-56.2% | $3,224-54.8% |
| Admin fee / account holder | $158 | $59+165.4% | $3,600-95.6% | $110+42.8% |