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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $13,425 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $9,631 |
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 | $27,485 | $60,393-54.5% | $81,820-66.4% | $74,429-63.1% |
| Participation rate | 83.9% | 62.9%+21.0pp | 72.4%+11.5pp | 67.2%+16.7pp |
| Annual return | 12.28% | 16.89%-4.6pp | 777.93%-765.7pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $812 | $2,626-69.1% | $2,915-72.2% | $2,625-69.1% |
| Participant deferral / active EE | $2,113 | $3,397-37.8% | $4,323-51.1% | $4,348-51.4% |
| Admin fee / account holder | $150 | $1,491-90.0% | $7,391-98.0% | $1,944-92.3% |