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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $75,787 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD & CO. INC. Service code 27 · EIN 39-6037917 | 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 | $106,340 | $79,124+34.4% | $60,899+74.6% | $64,814+64.1% |
| Participation rate | 57.6% | 77.7%-20.1pp | 73.1%-15.5pp | 71.5%-13.9pp |
| Annual return | -15.29% | -7.13%-8.2pp | 16.92%-32.2pp | 32.84%-48.1pp |
| Employer contribution / active EE | $1,468 | $3,050-51.9% | $2,702-45.7% | $2,507-41.4% |
| Participant deferral / active EE | $2,740 | $3,725-26.5% | $3,817-28.2% | $4,310-36.4% |
| Admin fee / account holder | $232 | $106+119.2% | $3,225-92.8% | $188+23.3% |