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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $20,896 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,627 | $53,777-63.5% | $134,155-85.4% | $79,858-75.4% |
| Participation rate | 96.8% | 58.8%+38.0pp | 72.2%+24.6pp | 69.6%+27.1pp |
| Annual return | 22.49% | 19.01%+3.5pp | 36.34%-13.9pp | 31.72%-9.2pp |
| Employer contribution / active EE | $2,562 | $1,321+93.9% | $3,705-30.9% | $2,471+3.7% |
| Participant deferral / active EE | $4,759 | $2,420+96.6% | $3,500+36.0% | $3,740+27.2% |
| Admin fee / account holder | $193 | $3,984-95.1% | $6,685-97.1% | $5,306-96.4% |