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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $54,553 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $745 |
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 | $67,606 | $57,976+16.6% | $63,018+7.3% | $62,293+8.5% |
| Participation rate | 77.7% | 75.9%+1.8pp | 74.8%+2.9pp | 69.5%+8.2pp |
| Annual return | 17.33% | 17.54%-0.2pp | 87.62%-70.3pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,155 | $2,415-10.8% | $2,761-21.9% | $2,042+5.5% |
| Participant deferral / active EE | $4,702 | $2,956+59.1% | $3,330+41.2% | $3,169+48.4% |
| Admin fee / account holder | $114 | $276-58.8% | $3,601-96.8% | $479-76.3% |