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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Direct paymen... | $60,191 |
BAIRD INSURANCE SERVICES INC5+ years Filed as: HILLIARD LYONS Service code 27 · EIN 26-2333067 | Advisory (Plan) | $14,997 |
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 | $115,817 | $95,542+21.2% | $69,461+66.7% | $67,579+71.4% |
| Participation rate | 40.4% | 79.4%-38.9pp | 74.6%-34.2pp | 71.3%-30.8pp |
| Annual return | 18.79% | 17.67%+1.1pp | 28.97%-10.2pp | 378.56%-359.8pp |
| Employer contribution / active EE | $1,660 | $2,989-44.4% | $2,779-40.3% | $2,148-22.7% |
| Participant deferral / active EE | $2,045 | $3,263-37.3% | $3,536-42.2% | $3,539-42.2% |
| Admin fee / account holder | $212 | $90+136.5% | $3,840-94.5% | $142+49.3% |