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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $26,038 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $24,018 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,568 | $93,598+12.8% | $135,974-22.4% | $75,173+40.4% |
| Participation rate | 97.8% | 75.2%+22.6pp | 81.9%+15.9pp | 67.2%+30.6pp |
| Annual return | 16.76% | 30.89%-14.1pp | 68.30%-51.5pp | 160.72%-144.0pp |
| Employer contribution / active EE | $2,994 | $3,538-15.4% | $4,859-38.4% | $2,671+12.1% |
| Participant deferral / active EE | $11,781 | $6,405+83.9% | $7,760+51.8% | $4,126+185.5% |
| Admin fee / account holder | $202 | $6,978-97.1% | $10,767-98.1% | $5,651-96.4% |