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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Su... | $36,010 |
INDEPENDENT FINANCIAL GROUP LLC10+ years Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 27 · EIN 71-0927304 | Advisory (Plan) | $25,944 |
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 | $35,111 | $55,446-36.7% | $155,574-77.4% | $74,429-52.8% |
| Participation rate | 89.3% | 61.9%+27.4pp | 78.2%+11.1pp | 67.2%+22.1pp |
| Annual return | 12.81% | 269.20%-256.4pp | 64.87%-52.1pp | 1368.38%-1355.6pp |
| Employer contribution / active EE | $1,593 | $2,266-29.7% | $4,676-65.9% | $2,625-39.3% |
| Participant deferral / active EE | $3,231 | $2,836+13.9% | $5,629-42.6% | $4,348-25.7% |
| Admin fee / account holder | $263 | $1,743-84.9% | $15,914-98.4% | $1,944-86.5% |