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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,485 |
INDEPENDENT FINANCIAL GROUP LLC8+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $24,773 |
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 | $31,557 | $65,083-51.5% | $143,788-78.1% | $66,930-52.9% |
| Participation rate | 68.7% | 65.2%+3.5pp | 80.3%-11.6pp | 69.8%-1.1pp |
| Annual return | -11.63% | -11.13%-0.5pp | -0.03%-11.6pp | 1.57%-13.2pp |
| Employer contribution / active EE | $1,050 | $2,361-55.5% | $4,952-78.8% | $2,545-58.7% |
| Participant deferral / active EE | $2,493 | $2,920-14.6% | $5,638-55.8% | $4,238-41.2% |
| Admin fee / account holder | $285 | $502-43.3% | $14,675-98.1% | $593-52.0% |