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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $41,907 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,201 | $61,391+1.3% | $149,723-58.5% | $71,529-13.0% |
| Participation rate | 93.9% | 62.5%+31.4pp | 78.8%+15.2pp | 67.9%+26.0pp |
| Annual return | 22.20% | 35.88%-13.7pp | 134.50%-112.3pp | 28.97%-6.8pp |
| Employer contribution / active EE | $2,500 | $2,384+4.9% | $4,821-48.2% | $2,590-3.5% |
| Participant deferral / active EE | $4,970 | $2,921+70.2% | $5,682-12.5% | $4,291+15.8% |
| Admin fee / account holder | $26 | $1,264-97.9% | $13,215-99.8% | $1,588-98.3% |