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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $29,558 |
AMERITAS LIFE INSURANCE CORP3+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $13,925 |
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 | $67,913 | $55,002+23.5% | $59,899+13.4% | $56,289+20.7% |
| Participation rate | 87.4% | 75.9%+11.5pp | 74.7%+12.7pp | 69.9%+17.6pp |
| Annual return | 8.07% | 1.13%+6.9pp | 3.46%+4.6pp | -9.96%+18.0pp |
| Employer contribution / active EE | $4,666 | $2,448+90.6% | $2,723+71.4% | $2,111+121.0% |
| Participant deferral / active EE | $0 | $3,121-100.0% | $3,402-100.0% | $3,350-100.0% |
| Admin fee / account holder | $93 | $236-60.3% | $3,592-97.4% | $521-82.1% |