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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $43,622 |
BAIRD FUNDS10+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $35,024 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,219 | $80,781+81.0% | $102,437+42.7% | $74,478+96.3% |
| Participation rate | 99.6% | 65.7%+33.9pp | 74.5%+25.1pp | 67.2%+32.4pp |
| Annual return | 14.65% | 27.58%-12.9pp | 24.95%-10.3pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $5,988 | $3,160+89.5% | $3,871+54.7% | $2,626+128.0% |
| Participant deferral / active EE | $9,744 | $3,862+152.3% | $5,060+92.6% | $4,350+124.0% |
| Admin fee / account holder | $120 | $2,372-94.9% | $8,388-98.6% | $1,946-93.8% |