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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $37,951 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $26,128 |
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 | $38,002 | $55,446-31.5% | $155,574-75.6% | $74,429-48.9% |
| Participation rate | 92.6% | 61.9%+30.7pp | 78.2%+14.4pp | 67.2%+25.4pp |
| Annual return | 11.63% | 269.20%-257.6pp | 64.87%-53.2pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $1,587 | $2,266-29.9% | $4,676-66.0% | $2,625-39.5% |
| Participant deferral / active EE | $2,785 | $2,836-1.8% | $5,629-50.5% | $4,348-35.9% |
| Admin fee / account holder | $194 | $1,743-88.9% | $15,914-98.8% | $1,944-90.0% |