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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $16,493 |
Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $6,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $55,308 | $74,552-25.8% | $63,018-12.2% | $69,631-20.6% |
| Participation rate | 33.5% | 78.3%-44.7pp | 74.8%-41.3pp | 70.7%-37.2pp |
| Annual return | 14.60% | 15.77%-1.2pp | 87.62%-73.0pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $0 | $2,929-100.0% | $2,761-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,305 | $2,974-22.5% | $3,330-30.8% | $3,224-28.5% |
| Admin fee / account holder | $176 | $59+196.3% | $3,601-95.1% | $110+59.4% |