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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Recordkeep... | $94,598 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,940 |
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 | $38,958 | $50,498-22.9% | $75,784-48.6% | $55,191-29.4% |
| Participation rate | 77.2% | 69.4%+7.7pp | 75.8%+1.4pp | 69.2%+8.0pp |
| Annual return | -5.69% | 1.80%-7.5pp | 9.68%-15.4pp | 10.78%-16.5pp |
| Employer contribution / active EE | $603 | $2,291-73.7% | $3,323-81.8% | $1,899-68.2% |
| Participant deferral / active EE | $2,722 | $2,589+5.1% | $3,652-25.5% | $3,046-10.7% |
| Admin fee / account holder | $82 | $123-33.6% | $5,300-98.5% | $91-10.0% |