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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $3,411 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,434 | $76,112-18.0% | $96,544-35.3% | $71,529-12.7% |
| Participation rate | 81.6% | 74.4%+7.2pp | 76.0%+5.6pp | 67.9%+13.7pp |
| Annual return | 16.67% | 22.80%-6.1pp | 25.88%-9.2pp | 28.97%-12.3pp |
| Employer contribution / active EE | $644 | $2,248-71.3% | $2,966-78.3% | $2,590-75.1% |
| Participant deferral / active EE | $4,745 | $4,217+12.5% | $4,851-2.2% | $4,291+10.6% |
| Admin fee / account holder | $26 | $2,708-99.0% | $8,254-99.7% | $1,588-98.4% |