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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $4,526 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $9,104 | $52,967-82.8% | $172,753-94.7% | $65,186-86.0% |
| Participation rate | 90.5% | 66.2%+24.3pp | 82.6%+7.9pp | 70.2%+20.3pp |
| Annual return | 8.36% | 30.12%-21.8pp | 803.00%-794.6pp | 29.39%-21.0pp |
| Employer contribution / active EE | $547 | $2,190-75.0% | $5,144-89.4% | $2,177-74.9% |
| Participant deferral / active EE | $1,926 | $2,471-22.0% | $5,198-62.9% | $3,514-45.2% |
| Admin fee / account holder | $38 | $472-92.1% | $13,956-99.7% | $847-95.6% |