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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $40,750 |
BAIRD FUNDS7+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $34,976 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,797 | $77,677+107.0% | $109,188+47.3% | $79,389+102.5% |
| Participation rate | 99.5% | 67.8%+31.7pp | 75.9%+23.6pp | 70.7%+28.8pp |
| Annual return | 14.80% | 23.44%-8.6pp | 25.76%-11.0pp | 116.89%-102.1pp |
| Employer contribution / active EE | $5,539 | $2,798+97.9% | $3,723+48.8% | $2,428+128.1% |
| Participant deferral / active EE | $9,227 | $3,517+162.4% | $4,654+98.3% | $4,046+128.1% |
| Admin fee / account holder | $135 | $732-81.6% | $6,755-98.0% | $626-78.4% |