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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,692 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $20,969 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,863 | $102,422+21.9% | $147,117-15.1% | $80,959+54.2% |
| Participation rate | 96.8% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 15.53% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $2,691 | $3,717-27.6% | $4,932-45.4% | $2,757-2.4% |
| Participant deferral / active EE | $11,652 | $6,652+75.2% | $8,065+44.5% | $4,300+171.0% |
| Admin fee / account holder | $229 | $7,953-97.1% | $12,993-98.2% | $6,925-96.7% |