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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $23,296 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 10 · EIN 26-4310632 | Accounting | $19,465 |
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 | $25,140 | $63,114-60.2% | $92,903-72.9% | $65,185-61.4% |
| Participation rate | 91.2% | 68.8%+22.5pp | 76.0%+15.2pp | 70.2%+21.0pp |
| Annual return | 41.56% | 28.75%+12.8pp | 109.43%-67.9pp | 29.38%+12.2pp |
| Employer contribution / active EE | $3,334 | $2,571+29.7% | $3,653-8.7% | $2,177+53.2% |
| Participant deferral / active EE | $5,617 | $3,108+80.7% | $4,238+32.5% | $3,514+59.9% |
| Admin fee / account holder | $197 | $624-68.4% | $5,795-96.6% | $847-76.7% |