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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $4,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $53,817 | $37,196+44.7% | $154,108-65.1% | $55,725-3.4% |
| Participation rate | 49.8% | 64.1%-14.3pp | 83.0%-33.3pp | 70.9%-21.1pp |
| Annual return | -3.84% | 1319.68%-1323.5pp | 735.21%-739.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $294 | $1,614-81.8% | $5,298-94.5% | $2,078-85.9% |
| Participant deferral / active EE | $2,948 | $2,068+42.5% | $5,081-42.0% | $3,356-12.1% |
| Admin fee / account holder | $25 | $102-75.4% | $13,411-99.8% | $115-78.3% |