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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $6,263 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,429 | $52,961-91.6% | $172,752-97.4% | $65,185-93.2% |
| Participation rate | 98.0% | 66.2%+31.8pp | 82.6%+15.4pp | 70.2%+27.8pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.97%-803.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,468 | $2,190-33.0% | $5,144-71.5% | $2,177-32.5% |
| Participant deferral / active EE | $3,051 | $2,471+23.5% | $5,198-41.3% | $3,514-13.2% |
| Admin fee / account holder | $29 | $472-93.8% | $13,955-99.8% | $847-96.5% |