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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,589 |
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 | $19,038 | $59,191-67.8% | $76,767-75.2% | $56,289-66.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -6.88% | 6.62%-13.5pp | 2.43%-9.3pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,687 | $1,759-4.1% | $2,485-32.1% | $2,111-20.1% |
| Participant deferral / active EE | $1,778 | $3,255-45.4% | $3,852-53.8% | $3,350-46.9% |
| Admin fee / account holder | $26 | $489-94.6% | $6,675-99.6% | $521-95.0% |