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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $8,919 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,483 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,550 | $61,166-72.9% | $185,837-91.1% | $79,393-79.2% |
| Participation rate | 83.3% | 66.6%+16.7pp | 81.7%+1.6pp | 70.7%+12.6pp |
| Annual return | 13.54% | 19.45%-5.9pp | 122.08%-108.5pp | 116.87%-103.3pp |
| Employer contribution / active EE | $2,160 | $2,321-6.9% | $5,168-58.2% | $2,428-11.0% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,568-100.0% | $4,046-100.0% |
| Admin fee / account holder | $111 | $710-84.4% | $16,241-99.3% | $627-82.3% |