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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $32,882 |
AMERITAS LIFE INSURANCE CORP5+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $15,498 |
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 | $74,421 | $65,322+13.9% | $70,494+5.6% | $73,497+1.3% |
| Participation rate | 85.4% | 77.0%+8.4pp | 75.1%+10.3pp | 70.7%+14.7pp |
| Annual return | 9.18% | 15.71%-6.5pp | 109.16%-100.0pp | 28.51%-19.3pp |
| Employer contribution / active EE | $4,320 | $2,460+75.6% | $2,738+57.8% | $2,270+90.3% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,711-100.0% | $3,740-100.0% |
| Admin fee / account holder | $227 | $214+6.1% | $3,848-94.1% | $513-55.7% |