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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $33,162 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,110 | $54,320-35.4% | $67,652-48.1% | $52,331-32.9% |
| Participation rate | 80.2% | 73.6%+6.6pp | 75.7%+4.5pp | 68.1%+12.1pp |
| Annual return | -2.39% | 6.81%-9.2pp | 6625.04%-6627.4pp | 4.54%-6.9pp |
| Employer contribution / active EE | $882 | $1,544-42.9% | $2,266-61.1% | $1,882-53.1% |
| Participant deferral / active EE | $2,708 | $2,950-8.2% | $3,560-23.9% | $3,022-10.4% |
| Admin fee / account holder | $38 | $527-92.9% | $4,821-99.2% | $592-93.6% |