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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $41,133 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $25,292 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $8,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,843 | $106,028-15.3% | $146,958-38.9% | $77,643+15.7% |
| Participation rate | 69.7% | 78.4%-8.7pp | 82.2%-12.5pp | 70.6%-0.9pp |
| Annual return | 13.36% | 56.73%-43.4pp | 418.34%-405.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,101 | $4,063-72.9% | $4,933-77.7% | $2,726-59.6% |
| Participant deferral / active EE | $5,173 | $7,990-35.3% | $8,070-35.9% | $4,647+11.3% |
| Admin fee / account holder | $274 | $337-18.8% | $12,998-97.9% | $430-36.3% |