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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $13,073 |
Service code 27 · EIN 27-3525757 | Advisory (Plan) | $9,144 |
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 | $18,009 | $53,128-66.1% | $86,582-79.2% | $70,126-74.3% |
| Participation rate | 85.6% | 65.3%+20.3pp | 73.5%+12.0pp | 69.5%+16.0pp |
| Annual return | 13.49% | 27.66%-14.2pp | 965.08%-951.6pp | 73.15%-59.7pp |
| Employer contribution / active EE | $1,367 | $2,068-33.9% | $2,839-51.8% | $2,343-41.6% |
| Participant deferral / active EE | $1,883 | $2,695-30.1% | $3,609-47.8% | $3,332-43.5% |
| Admin fee / account holder | $188 | $3,584-94.7% | $4,904-96.2% | $4,645-95.9% |