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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $32,819 |
Participant contribution per participant 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 | $24,113 | $91,418-73.6% | $87,104-72.3% | - |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.9%+23.1pp | - |
| Annual return | 23.48% | 14.06%+9.4pp | 28.19%-4.7pp | - |
| Employer contribution / active EE | $1,637 | $2,156-24.1% | $2,521-35.1% | - |
| Participant deferral / active EE | $1,746 | $3,251-46.3% | $4,048-56.9% | - |
| Admin fee / account holder | $30 | $8,929-99.7% | $7,491-99.6% | - |