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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $30,724 |
INDEPENDENT FINANCIAL GROUP LLC5+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $17,800 |
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 | $32,112 | $52,961-39.4% | $172,755-81.4% | $65,185-50.7% |
| Participation rate | 72.5% | 66.2%+6.3pp | 82.6%-10.2pp | 70.2%+2.3pp |
| Annual return | 20.54% | 30.12%-9.6pp | 802.94%-782.4pp | 29.38%-8.8pp |
| Employer contribution / active EE | $879 | $2,190-59.9% | $5,144-82.9% | $2,177-59.6% |
| Participant deferral / active EE | $2,217 | $2,471-10.3% | $5,198-57.3% | $3,514-36.9% |
| Admin fee / account holder | $265 | $472-43.8% | $13,955-98.1% | $847-68.7% |