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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $35,145 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,026 | $33,745-67.3% | $64,105-82.8% | $55,191-80.0% |
| Participation rate | 80.3% | 59.4%+21.0pp | 68.2%+12.1pp | 69.2%+11.2pp |
| Annual return | -2.28% | 4.95%-7.2pp | 791.24%-793.5pp | 10.78%-13.1pp |
| Employer contribution / active EE | $466 | $641-27.3% | $1,820-74.4% | $1,899-75.4% |
| Participant deferral / active EE | $1,154 | $1,929-40.2% | $2,822-59.1% | $3,046-62.1% |
| Admin fee / account holder | $14 | $94-85.1% | $4,499-99.7% | $91-84.5% |