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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 | $58,311+268.4% | $81,882+162.3% | $80,959+165.3% |
| Participation rate | 98.9% | 63.5%+35.4pp | 72.4%+26.5pp | 67.7%+31.2pp |
| Annual return | 14.12% | 41.85%-27.7pp | 779.47%-765.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $6,738 | $2,347+187.1% | $2,916+131.1% | $2,757+144.4% |
| Participant deferral / active EE | $11,266 | $3,287+242.7% | $4,323+160.6% | $4,300+162.0% |
| Admin fee / account holder | $13 | $4,752-99.7% | $7,360-99.8% | $6,925-99.8% |