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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $30,573 |
AMERITAS LIFE INSURANCE CORP3 years Filed as: AMERITAS INVESTMENT COMPANY, LLC Service code 27 · EIN 47-0663374 | Advisory (Plan) | $19,044 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,134 | $93,351-10.9% | $62,929+32.1% | $79,634+4.4% |
| Participation rate | 46.6% | 74.6%-28.0pp | 73.1%-26.5pp | 62.5%-15.8pp |
| Annual return | 10.94% | 14.37%-3.4pp | 1063.93%-1053.0pp | 36.46%-25.5pp |
| Employer contribution / active EE | $0 | $3,135-100.0% | $2,505-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $2,930 | $3,921-25.3% | $3,888-24.6% | $3,835-23.6% |
| Admin fee / account holder | $259 | $229+12.8% | $5,065-94.9% | $1,002-74.2% |