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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $30,815 |
AMERITAS LIFE INSURANCE CORP1+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $9,043 |
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 | $57,237 | $52,467+9.1% | $57,196+0.1% | $55,167+3.8% |
| Participation rate | 86.5% | 75.8%+10.7pp | 75.3%+11.2pp | 69.0%+17.5pp |
| Annual return | 2.50% | 7.72%-5.2pp | 14.59%-12.1pp | 169.23%-166.7pp |
| Employer contribution / active EE | $4,612 | $2,477+86.2% | $2,683+71.9% | $1,963+135.0% |
| Participant deferral / active EE | $0 | $2,830-100.0% | $3,096-100.0% | $3,054-100.0% |
| Admin fee / account holder | $203 | $269-24.4% | $3,141-93.5% | $504-59.6% |