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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $27,609 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $55,593 | $67,411-17.5% | $91,004-38.9% | $70,126-20.7% |
| Participation rate | 88.3% | 71.4%+16.9pp | 75.6%+12.7pp | 69.5%+18.8pp |
| Annual return | 12.48% | -40.16%+52.6pp | 4.60%+7.9pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,739 | $1,786-2.6% | $2,456-29.2% | $2,343-25.7% |
| Participant deferral / active EE | $4,675 | $2,823+65.6% | $3,548+31.8% | $3,332+40.3% |
| Admin fee / account holder | $53 | $4,236-98.7% | $5,417-99.0% | $4,645-98.9% |