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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $13,421 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,354 | $47,977-84.7% | $154,108-95.2% | $56,289-86.9% |
| Participation rate | 89.6% | 66.2%+23.4pp | 83.0%+6.6pp | 69.9%+19.7pp |
| Annual return | 5.63% | 3.54%+2.1pp | 735.21%-729.6pp | -9.96%+15.6pp |
| Employer contribution / active EE | $972 | $2,169-55.2% | $5,298-81.6% | $2,111-53.9% |
| Participant deferral / active EE | $1,630 | $2,392-31.8% | $5,081-67.9% | $3,350-51.3% |
| Admin fee / account holder | $132 | $438-69.8% | $13,411-99.0% | $521-74.6% |