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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $5,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,381 | $61,356-50.5% | $149,696-79.7% | $71,511-57.5% |
| Participation rate | 42.3% | 62.5%-20.2pp | 78.8%-36.4pp | 67.9%-25.6pp |
| Annual return | 11.27% | 35.86%-24.6pp | 134.46%-123.2pp | 28.86%-17.6pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,378 | $2,920-52.8% | $5,682-75.8% | $4,291-67.9% |
| Admin fee / account holder | $26 | $1,263-97.9% | $13,212-99.8% | $1,588-98.3% |