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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $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 | $55,472-31.5% | $155,567-75.6% | $74,546-49.0% |
| Participation rate | 92.6% | 61.9%+30.7pp | 78.2%+14.4pp | 67.2%+25.4pp |
| Annual return | 11.63% | 268.72%-257.1pp | 64.74%-53.1pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $1,587 | $2,269-30.0% | $4,674-66.0% | $2,624-39.5% |
| Participant deferral / active EE | $2,785 | $2,838-1.9% | $5,628-50.5% | $4,347-35.9% |
| Admin fee / account holder | $194 | $1,743-88.9% | $15,916-98.8% | $1,944-90.0% |