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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,049 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $21,553 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,068 | $82,674+6.5% | $125,381-29.8% | $68,486+28.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.61% | -5.97%-11.6pp | 572.31%-589.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $2,990 | $3,382-11.6% | $4,815-37.9% | $2,597+15.1% |
| Participant deferral / active EE | $11,278 | $6,111+84.6% | $7,448+51.4% | $4,028+180.0% |
| Admin fee / account holder | $216 | $6,277-96.6% | $10,007-97.8% | $5,404-96.0% |