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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $36,861 |
INDEPENDENT FINANCIAL GROUP LLC10+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $27,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,801 | $55,472-31.9% | $155,567-75.7% | $74,546-49.3% |
| Participation rate | 68.4% | 61.9%+6.4pp | 78.2%-9.8pp | 67.2%+1.1pp |
| Annual return | 11.12% | 268.72%-257.6pp | 64.74%-53.6pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $960 | $2,269-57.7% | $4,674-79.5% | $2,624-63.4% |
| Participant deferral / active EE | $2,341 | $2,838-17.5% | $5,628-58.4% | $4,347-46.1% |
| Admin fee / account holder | $300 | $1,743-82.8% | $15,916-98.1% | $1,944-84.6% |