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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $23,901 |
AMERITAS LIFE INSURANCE CORP2+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $16,593 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,142 | $57,976+12.4% | $63,018+3.4% | $62,293+4.6% |
| Participation rate | 89.5% | 75.9%+13.6pp | 74.8%+14.7pp | 69.5%+20.0pp |
| Annual return | 10.05% | 17.54%-7.5pp | 87.62%-77.6pp | 28.90%-18.8pp |
| Employer contribution / active EE | $4,714 | $2,415+95.2% | $2,761+70.7% | $2,042+130.8% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,330-100.0% | $3,169-100.0% |
| Admin fee / account holder | $209 | $276-24.3% | $3,601-94.2% | $479-56.5% |