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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Custodial ... | $80,347 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,513 | $81,908-49.3% | $90,749-54.3% | $64,808-35.9% |
| Participation rate | 89.2% | 80.5%+8.8pp | 75.7%+13.5pp | 71.5%+17.8pp |
| Annual return | -18.13% | -12.53%-5.6pp | -12.16%-6.0pp | 32.82%-50.9pp |
| Employer contribution / active EE | $971 | $3,065-68.3% | $2,921-66.8% | $2,506-61.2% |
| Participant deferral / active EE | $3,747 | $4,840-22.6% | $4,564-17.9% | $4,310-13.1% |
| Admin fee / account holder | $48 | $157-69.4% | $8,445-99.4% | $188-74.4% |