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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $54,619 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,792 | $74,024-16.5% | $78,002-20.8% | $57,658+7.2% |
| Participation rate | 86.2% | 79.7%+6.5pp | 75.5%+10.7pp | 70.2%+16.0pp |
| Annual return | 5.50% | 12.14%-6.6pp | 425.99%-420.5pp | 5.13%+0.4pp |
| Employer contribution / active EE | $1,870 | $2,365-20.9% | $2,470-24.3% | $1,974-5.3% |
| Participant deferral / active EE | $3,306 | $3,533-6.4% | $3,497-5.5% | $3,061+8.0% |
| Admin fee / account holder | $60 | $93-35.4% | $5,481-98.9% | $95-36.3% |