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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $50,766 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,598 | $66,459-81.0% | $81,353-84.5% | $77,736-83.8% |
| Participation rate | 97.9% | 68.7%+29.2pp | 69.5%+28.3pp | 70.6%+27.3pp |
| Annual return | 21.45% | 15.95%+5.5pp | 24.82%-3.4pp | 31.26%-9.8pp |
| Employer contribution / active EE | $1,600 | $2,156-25.8% | $2,464-35.1% | $2,728-41.4% |
| Participant deferral / active EE | $2,800 | $3,674-23.8% | $3,885-27.9% | $4,651-39.8% |
| Admin fee / account holder | $134 | $585-77.1% | $5,766-97.7% | $433-69.0% |