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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $39,600 |
AMERITAS LIFE INSURANCE CORP6+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $18,243 |
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 | $86,772 | $74,706+16.2% | $75,714+14.6% | $79,391+9.3% |
| Participation rate | 88.2% | 75.3%+12.8pp | 74.8%+13.3pp | 70.7%+17.5pp |
| Annual return | 21.83% | 18.52%+3.3pp | 104.62%-82.8pp | 116.88%-95.1pp |
| Employer contribution / active EE | $4,463 | $2,590+72.3% | $2,744+62.7% | $2,428+83.8% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,820-100.0% | $4,046-100.0% |
| Admin fee / account holder | $263 | $374-29.8% | $3,619-92.7% | $627-58.0% |