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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $36,775 |
BAIRD FUNDS8+ years Filed as: ROBERT W. BAIRD & CO., INC. Service code 27 · EIN 39-6037917 | Advisory (Plan) | $35,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,849 | $64,138+93.1% | $112,244+10.3% | $66,923+85.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -18.35% | -13.81%-4.5pp | 27.46%-45.8pp | 1.58%-19.9pp |
| Employer contribution / active EE | $5,894 | $3,006+96.1% | $3,635+62.1% | $2,545+131.6% |
| Participant deferral / active EE | $9,631 | $3,694+160.7% | $4,728+103.7% | $4,237+127.3% |
| Admin fee / account holder | $139 | $625-77.8% | $6,411-97.8% | $593-76.6% |