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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $35,563 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,798 | $58,258+268.7% | $81,820+162.5% | $80,925+165.4% |
| Participation rate | 98.9% | 63.5%+35.5pp | 72.4%+26.5pp | 67.7%+31.3pp |
| Annual return | 14.12% | 41.76%-27.6pp | 777.93%-763.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $6,738 | $2,345+187.3% | $2,915+131.2% | $2,756+144.5% |
| Participant deferral / active EE | $11,266 | $3,284+243.1% | $4,323+160.6% | $4,299+162.1% |
| Admin fee / account holder | $13 | $4,976-99.7% | $7,391-99.8% | $6,940-99.8% |