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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,950 |
INDEPENDENT FINANCIAL GROUP LLC4+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $16,649 |
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 | $27,405 | $47,977-42.9% | $154,111-82.2% | $56,287-51.3% |
| Participation rate | 75.4% | 66.2%+9.3pp | 83.0%-7.6pp | 69.9%+5.6pp |
| Annual return | -1.67% | 3.54%-5.2pp | 735.18%-736.9pp | -9.96%+8.3pp |
| Employer contribution / active EE | $912 | $2,169-58.0% | $5,298-82.8% | $2,111-56.8% |
| Participant deferral / active EE | $2,224 | $2,392-7.0% | $5,081-56.2% | $3,350-33.6% |
| Admin fee / account holder | $258 | $438-41.2% | $13,411-98.1% | $521-50.5% |