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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $21,036 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $10,810 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,731 | $76,407-48.0% | $150,298-73.6% | $82,448-51.8% |
| Participation rate | 95.8% | 66.4%+29.4pp | 77.8%+18.0pp | 68.1%+27.7pp |
| Annual return | 15.01% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,513 | $2,614-42.1% | $4,154-63.6% | $2,551-40.7% |
| Participant deferral / active EE | $4,202 | $3,214+30.7% | $5,453-22.9% | $4,139+1.5% |
| Admin fee / account holder | $243 | $6,352-96.2% | $14,116-98.3% | $7,234-96.6% |