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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Filed as: STANCORP FINANCIAL GROUP, INC. Service code 12 · EIN 93-1253576 312 ELM ST STE 1550 · CINCINNATI, OH 45202 | Custodial (other than securities); Re... | $35,119 |
Filed as: CETERA INVESTMENT ADVISORS LLC Service code 27 · EIN 84-0858799 1450 AMERICAN LANE · SCHAUMBURG, IL 60173 | Advisory (Plan) | $6,600 |
Filed as: MATROPOLITAN LIFE INSURANCE CO Service code 15 · EIN 13-5581829 PO BOX 10356 · DES MOINES, IA 50306 | Recordkeeping | $100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,970 | $101,499-64.6% | $147,005-75.5% | $74,546-51.7% |
| Participation rate | 81.3% | 75.5%+5.8pp | 82.2%-0.9pp | 67.2%+14.1pp |
| Annual return | 17.44% | 8732.34%-8714.9pp | 418.76%-401.3pp | 1366.03%-1348.6pp |
| Employer contribution / active EE | $1,388 | $3,811-63.6% | $4,934-71.9% | $2,624-47.1% |
| Participant deferral / active EE | $2,931 | $7,304-59.9% | $8,070-63.7% | $4,347-32.6% |
| Admin fee / account holder | $238 | $1,748-86.4% | $13,006-98.2% | $1,944-87.7% |