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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $18,126 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,242 | $58,888-86.0% | $178,499-95.4% | $73,493-88.8% |
| Participation rate | 99.5% | 66.2%+33.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 4.62% | 24.86%-20.2pp | 151.10%-146.5pp | 28.51%-23.9pp |
| Employer contribution / active EE | $1,613 | $2,236-27.9% | $5,011-67.8% | $2,270-28.9% |
| Participant deferral / active EE | $3,314 | $2,568+29.0% | $5,202-36.3% | $3,740-11.4% |
| Admin fee / account holder | $80 | $400-80.1% | $13,986-99.4% | $513-84.5% |