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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $25,380 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $14,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,623 | $46,732-40.9% | $156,551-82.4% | $55,167-49.9% |
| Participation rate | 56.1% | 65.8%-9.7pp | 84.0%-28.0pp | 69.0%-12.9pp |
| Annual return | 5.69% | 17.72%-12.0pp | 32.23%-26.5pp | 169.23%-163.5pp |
| Employer contribution / active EE | $600 | $2,105-71.5% | $5,501-89.1% | $1,963-69.4% |
| Participant deferral / active EE | $1,569 | $2,204-28.8% | $4,871-67.8% | $3,054-48.6% |
| Admin fee / account holder | $251 | $418-40.0% | $13,028-98.1% | $504-50.2% |