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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,882 |
Filed as: AMERITAS INVESTMENT COMPANY, LLC Service code 27 · EIN 47-0663374 | Advisory (Plan) | $20,436 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,363 | $64,705+30.4% | $62,929+34.1% | $67,986+24.1% |
| Participation rate | 87.9% | 65.6%+22.3pp | 73.1%+14.7pp | 57.2%+30.6pp |
| Annual return | 11.19% | 20.31%-9.1pp | 1063.93%-1052.7pp | 31.67%-20.5pp |
| Employer contribution / active EE | $4,884 | $2,376+105.6% | $2,505+95.0% | $2,019+141.9% |
| Participant deferral / active EE | $0 | $3,198-100.0% | $3,888-100.0% | $3,358-100.0% |
| Admin fee / account holder | $274 | $1,428-80.8% | $5,065-94.6% | $3,203-91.4% |