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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Other fees; Custodial (securities); S... | $64,547 |
BAIRD INSURANCE SERVICES INC6+ 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.
Employer contribution per participant 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 | $127,531 | $84,948+50.1% | $70,476+81.0% | $73,412+73.7% |
| Participation rate | 35.5% | 79.9%-44.4pp | 75.1%-39.5pp | 72.2%-36.6pp |
| Annual return | 14.75% | 13.39%+1.4pp | 109.12%-94.4pp | 59.30%-44.5pp |
| Employer contribution / active EE | $886 | $2,834-68.7% | $2,738-67.6% | $2,234-60.3% |
| Participant deferral / active EE | $1,699 | $3,387-49.8% | $3,710-54.2% | $3,806-55.3% |
| Admin fee / account holder | $220 | $98+124.6% | $3,847-94.3% | $158+39.6% |