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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $4,842 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,876 | $36,002+8.0% | $161,489-75.9% | $64,728-39.9% |
| Participation rate | 34.3% | 57.4%-23.1pp | 78.7%-44.4pp | 57.9%-23.6pp |
| Annual return | 11.86% | 33.93%-22.1pp | 89.72%-77.9pp | 49.38%-37.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $1,097 | $1,815-39.6% | $5,630-80.5% | $2,729-59.8% |
| Admin fee / account holder | $16 | $931-98.3% | $16,006-99.9% | $1,145-98.6% |