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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $36,775 |
BAIRD FUNDS8+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $35,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,849 | $64,176+93.0% | $112,263+10.3% | $66,949+85.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -18.35% | -13.80%-4.6pp | 27.49%-45.8pp | 1.57%-19.9pp |
| Employer contribution / active EE | $5,894 | $3,007+96.0% | $3,636+62.1% | $2,545+131.6% |
| Participant deferral / active EE | $9,631 | $3,694+160.8% | $4,729+103.7% | $4,239+127.2% |
| Admin fee / account holder | $139 | $626-77.8% | $6,410-97.8% | $594-76.6% |