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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $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 | $102,393+21.9% | $147,041-15.1% | $80,911+54.3% |
| Participation rate | 96.8% | 75.9%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 15.53% | 134.95%-119.4pp | 419.21%-403.7pp | 35.63%-20.1pp |
| Employer contribution / active EE | $2,691 | $3,715-27.6% | $4,935-45.5% | $2,756-2.4% |
| Participant deferral / active EE | $11,652 | $6,647+75.3% | $8,071+44.4% | $4,297+171.2% |
| Admin fee / account holder | $229 | $7,943-97.1% | $13,006-98.2% | $6,935-96.7% |