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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $40,221 |
PENSIONMARK FINANCIAL GROUP LLC10+ years Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $13,694 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,236 | $88,360+61.0% | $145,433-2.2% | $67,986+109.2% |
| Participation rate | 94.3% | 65.5%+28.9pp | 82.1%+12.2pp | 57.2%+37.1pp |
| Annual return | 14.67% | 63.15%-48.5pp | 66.58%-51.9pp | 31.67%-17.0pp |
| Employer contribution / active EE | $2,841 | $3,054-7.0% | $4,554-37.6% | $2,019+40.7% |
| Participant deferral / active EE | $11,471 | $5,932+93.4% | $7,897+45.3% | $3,358+241.6% |
| Admin fee / account holder | $276 | $3,313-91.7% | $13,129-97.9% | $3,203-91.4% |