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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $31,090 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $15,250 |
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 | $78,385 | $89,367-12.3% | $141,191-44.5% | $72,975+7.4% |
| Participation rate | 92.0% | 75.1%+16.8pp | 82.5%+9.5pp | 69.5%+22.5pp |
| Annual return | 22.50% | 111.87%-89.4pp | 71.41%-48.9pp | 81.01%-58.5pp |
| Employer contribution / active EE | $2,242 | $3,115-28.0% | $4,736-52.7% | $2,440-8.1% |
| Participant deferral / active EE | $8,433 | $5,419+55.6% | $6,710+25.7% | $3,608+133.7% |
| Admin fee / account holder | $149 | $5,957-97.5% | $10,264-98.6% | $5,124-97.1% |