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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Sub-transf... | $89,877 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $490 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,055 | $60,989+34.5% | $60,919+34.7% | $66,949+22.6% |
| Participation rate | 81.1% | 74.5%+6.6pp | 73.1%+8.0pp | 69.8%+11.2pp |
| Annual return | -17.19% | -9.60%-7.6pp | 16.96%-34.2pp | 1.57%-18.8pp |
| Employer contribution / active EE | $2,837 | $2,661+6.6% | $2,704+4.9% | $2,545+11.5% |
| Participant deferral / active EE | $6,913 | $3,615+91.2% | $3,814+81.2% | $4,239+63.1% |
| Admin fee / account holder | $93 | $338-72.4% | $3,228-97.1% | $594-84.3% |