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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,843 | $106,247-15.4% | $147,096-38.9% | $77,714+15.6% |
| Participation rate | 69.7% | 78.4%-8.7pp | 82.2%-12.5pp | 70.6%-0.9pp |
| Annual return | 13.36% | 56.87%-43.5pp | 419.75%-406.4pp | 31.26%-17.9pp |
| Employer contribution / active EE | $1,101 | $4,069-72.9% | $4,936-77.7% | $2,727-59.6% |
| Participant deferral / active EE | $5,173 | $7,996-35.3% | $8,071-35.9% | $4,649+11.3% |
| Admin fee / account holder | $274 | $338-19.0% | $13,005-97.9% | $433-36.8% |