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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $44,713 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $33,073 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,443 | $82,163-4.5% | $125,381-37.4% | $64,819+21.0% |
| Participation rate | 69.2% | 77.9%-8.7pp | 82.4%-13.2pp | 71.5%-2.3pp |
| Annual return | -15.87% | 3.49%-19.4pp | 572.31%-588.2pp | 32.84%-48.7pp |
| Employer contribution / active EE | $1,125 | $3,616-68.9% | $4,815-76.6% | $2,507-55.1% |
| Participant deferral / active EE | $4,479 | $7,175-37.6% | $7,448-39.9% | $4,311+3.9% |
| Admin fee / account holder | $294 | $163+80.3% | $10,007-97.1% | $188+56.7% |