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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $25,197 |
Service code 27 · EIN 83-4717882 | Advisory (Plan) | $20,985 |
STANCORP FINANCIAL GROUP4 years Service code 19 | Securities Custodian | $3,936 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,367 | $86,294-21.9% | $111,303-39.5% | $85,856-21.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 13.61% | 19.99%-6.4pp | 54.66%-41.0pp | 318.58%-305.0pp |
| Employer contribution / active EE | $1,883 | $2,043-7.8% | $2,731-31.0% | $2,565-26.6% |
| Participant deferral / active EE | $4,803 | $3,641+31.9% | $4,487+7.0% | $3,952+21.5% |
| Admin fee / account holder | $462 | $8,189-94.4% | $7,966-94.2% | $6,261-92.6% |