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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $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 | $83,575-0.5% | $66,439+25.1% | $65,191+27.5% |
| Participation rate | 46.6% | 71.6%-24.9pp | 74.5%-27.8pp | 63.0%-16.4pp |
| Annual return | 10.94% | 12.38%-1.4pp | 757.66%-746.7pp | 51.24%-40.3pp |
| Employer contribution / active EE | $0 | $2,903-100.0% | $2,637-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $2,930 | $3,365-12.9% | $3,876-24.4% | $2,671+9.7% |
| Admin fee / account holder | $259 | $234+10.4% | $6,173-95.8% | $907-71.5% |