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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $30,367 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,027 | $88,324-78.5% | $115,038-83.5% | $55,191-65.5% |
| Participation rate | 88.0% | 72.5%+15.5pp | 81.4%+6.7pp | 69.2%+18.9pp |
| Annual return | 8.59% | 6.30%+2.3pp | 26.14%-17.6pp | 10.78%-2.2pp |
| Employer contribution / active EE | $1,053 | $2,805-62.4% | $4,608-77.1% | $1,899-44.5% |
| Participant deferral / active EE | $4,336 | $5,042-14.0% | $6,026-28.1% | $3,046+42.3% |
| Admin fee / account holder | $48 | $105-54.0% | $8,175-99.4% | $91-46.6% |