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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $4,308 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,408 | $185,342-98.7% | $111,308-97.8% | $86,821-97.2% |
| Participation rate | 41.0% | 81.0%-40.0pp | 77.3%-36.3pp | 72.3%-31.3pp |
| Annual return | 0.00% | 500.80%-500.8pp | 54.67%-54.7pp | 97.94%-97.9pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,732-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $884 | $4,458-80.2% | $4,487-80.3% | $4,132-78.6% |
| Admin fee / account holder | $22 | $255-91.6% | $7,965-99.7% | $170-87.3% |