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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $58,949 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,751 | $61,166+10.8% | $185,849-63.5% | $79,391-14.7% |
| Participation rate | 89.7% | 66.6%+23.1pp | 81.7%+8.0pp | 70.7%+19.0pp |
| Annual return | 16.51% | 19.45%-2.9pp | 122.10%-105.6pp | 116.88%-100.4pp |
| Employer contribution / active EE | $2,155 | $2,321-7.1% | $5,169-58.3% | $2,428-11.2% |
| Participant deferral / active EE | $4,192 | $2,789+50.3% | $5,569-24.7% | $4,046+3.6% |
| Admin fee / account holder | $16 | $710-97.8% | $16,244-99.9% | $627-97.5% |