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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $30,048 |
INDEPENDENT FINANCIAL GROUP LLC6+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $20,558 |
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 | $37,384 | $58,888-36.5% | $178,499-79.1% | $73,493-49.1% |
| Participation rate | 71.1% | 66.2%+4.9pp | 81.9%-10.8pp | 70.7%+0.5pp |
| Annual return | 12.89% | 24.86%-12.0pp | 151.10%-138.2pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,032 | $2,236-53.9% | $5,011-79.4% | $2,270-54.5% |
| Participant deferral / active EE | $2,389 | $2,568-7.0% | $5,202-54.1% | $3,740-36.1% |
| Admin fee / account holder | $272 | $400-32.0% | $13,986-98.1% | $513-47.0% |