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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $30,778 |
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 | $31,439 | $89,123-64.7% | $102,460-69.3% | $77,762-59.6% |
| Participation rate | 82.3% | 80.9%+1.4pp | 76.5%+5.8pp | 70.6%+11.7pp |
| Annual return | 13.67% | 25.05%-11.4pp | 29.47%-15.8pp | 31.27%-17.6pp |
| Employer contribution / active EE | $1,107 | $2,700-59.0% | $3,025-63.4% | $2,728-59.4% |
| Participant deferral / active EE | $4,709 | $5,148-8.5% | $5,056-6.9% | $4,651+1.3% |
| Admin fee / account holder | $41 | $236-82.7% | $9,460-99.6% | $433-90.5% |