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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $24,380 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $5,480 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,583 | $46,732-75.2% | $156,551-92.6% | $55,167-79.0% |
| Participation rate | 73.6% | 65.8%+7.8pp | 84.0%-10.5pp | 69.0%+4.6pp |
| Annual return | -1.89% | 17.72%-19.6pp | 32.23%-34.1pp | 169.23%-171.1pp |
| Employer contribution / active EE | $596 | $2,105-71.7% | $5,501-89.2% | $1,963-69.6% |
| Participant deferral / active EE | $1,122 | $2,204-49.1% | $4,871-77.0% | $3,054-63.3% |
| Admin fee / account holder | $149 | $418-64.3% | $13,028-98.9% | $504-70.4% |