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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $54,468 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $45,000 |
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 | $53,066 | $71,142-25.4% | $119,608-55.6% | $64,814-18.1% |
| Participation rate | 54.7% | 78.6%-23.9pp | 79.3%-24.6pp | 71.5%-16.8pp |
| Annual return | -15.66% | -10.01%-5.6pp | -14.98%-0.7pp | 32.84%-48.5pp |
| Employer contribution / active EE | $1,549 | $2,497-38.0% | $4,232-63.4% | $2,507-38.2% |
| Participant deferral / active EE | $3,494 | $4,490-22.2% | $5,601-37.6% | $4,310-19.0% |
| Admin fee / account holder | $122 | $162-24.8% | $10,326-98.8% | $188-35.1% |