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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $47,882 |
Filed as: AMERITAS INVESTMENT COMPANY, LLC Service code 27 · EIN 47-0663374 | Advisory (Plan) | $20,436 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,363 | $65,084+29.6% | $67,681+24.6% | $64,340+31.1% |
| Participation rate | 87.9% | 66.7%+21.1pp | 73.7%+14.1pp | 55.2%+32.6pp |
| Annual return | 11.19% | 20.50%-9.3pp | 590.58%-579.4pp | 24.14%-13.0pp |
| Employer contribution / active EE | $4,884 | $2,398+103.6% | $2,678+82.3% | $1,862+162.3% |
| Participant deferral / active EE | $0 | $3,210-100.0% | $3,976-100.0% | $2,980-100.0% |
| Admin fee / account holder | $274 | $1,415-80.6% | $6,100-95.5% | $3,703-92.6% |