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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $22,572 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS INVESTMENT CORP. Service code 27 · EIN 47-0663374 | Advisory (Plan) | $7,990 |
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 | $57,170 | $70,083-18.4% | $59,887-4.5% | $55,725+2.6% |
| Participation rate | 33.9% | 78.4%-44.4pp | 74.7%-40.8pp | 70.9%-36.9pp |
| Annual return | 9.51% | 3.13%+6.4pp | 3.46%+6.0pp | 244.93%-235.4pp |
| Employer contribution / active EE | $0 | $2,878-100.0% | $2,722-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,326 | $3,079-24.4% | $3,402-31.6% | $3,356-30.7% |
| Admin fee / account holder | $227 | $70+223.6% | $3,591-93.7% | $115+97.5% |