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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $35,831 |
AMERITAS LIFE INSURANCE CORP9+ years Filed as: AMERITAS INVESTMENT CORP Service code 27 · EIN 47-0663374 | Advisory (Plan) | $19,719 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,563 | $69,774+8.3% | $67,561+11.8% | $74,429+1.5% |
| Participation rate | 88.3% | 71.4%+16.9pp | 72.9%+15.4pp | 67.2%+21.1pp |
| Annual return | 11.65% | -40.53%+52.2pp | 3525.44%-3513.8pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $5,044 | $2,710+86.1% | $2,735+84.5% | $2,625+92.2% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,348-100.0% |
| Admin fee / account holder | $226 | $890-74.6% | $4,006-94.4% | $1,944-88.4% |