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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $55,154 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $880 |
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 | $58,729 | $52,467+11.9% | $57,196+2.7% | $55,167+6.5% |
| Participation rate | 78.3% | 75.8%+2.5pp | 75.3%+3.0pp | 69.0%+9.4pp |
| Annual return | 6.94% | 7.72%-0.8pp | 14.59%-7.7pp | 169.23%-162.3pp |
| Employer contribution / active EE | $2,091 | $2,477-15.6% | $2,683-22.0% | $1,963+6.6% |
| Participant deferral / active EE | $4,605 | $2,830+62.7% | $3,096+48.7% | $3,054+50.8% |
| Admin fee / account holder | $121 | $269-55.1% | $3,141-96.2% | $504-76.1% |