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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Direct pay... | $22,062 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,660 | $46,072-16.1% | $69,779-44.6% | $55,167-29.9% |
| Participation rate | 78.4% | 67.5%+10.9pp | 71.8%+6.6pp | 69.0%+9.4pp |
| Annual return | 3.71% | 8.68%-5.0pp | 12.99%-9.3pp | 169.23%-165.5pp |
| Employer contribution / active EE | $722 | $1,500-51.9% | $2,338-69.1% | $1,963-63.2% |
| Participant deferral / active EE | $1,941 | $2,344-17.2% | $2,931-33.8% | $3,054-36.4% |
| Admin fee / account holder | $117 | $428-72.6% | $4,381-97.3% | $504-76.7% |