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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $61,918 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,748 | $95,417-26.9% | $135,974-48.7% | $74,460-6.3% |
| Participation rate | 91.2% | 78.2%+13.0pp | 81.9%+9.3pp | 70.7%+20.4pp |
| Annual return | 19.96% | 32.76%-12.8pp | 68.30%-48.3pp | 34.38%-14.4pp |
| Employer contribution / active EE | $3,102 | $3,878-20.0% | $4,859-36.2% | $2,638+17.6% |
| Participant deferral / active EE | $8,430 | $7,789+8.2% | $7,760+8.6% | $4,530+86.1% |
| Admin fee / account holder | $133 | $266-49.9% | $10,767-98.8% | $348-61.7% |