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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $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 | $86,795-4.2% | $67,681+22.8% | $64,728+28.4% |
| Participation rate | 46.6% | 71.7%-25.0pp | 73.7%-27.1pp | 57.9%-11.3pp |
| Annual return | 10.94% | 12.58%-1.6pp | 590.58%-579.6pp | 49.38%-38.4pp |
| Employer contribution / active EE | $0 | $2,837-100.0% | $2,678-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $2,930 | $3,430-14.6% | $3,976-26.3% | $2,729+7.3% |
| Admin fee / account holder | $259 | $238+8.5% | $6,100-95.8% | $1,145-77.4% |