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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,890 | $55,437-82.2% | $155,534-93.6% | $74,459-86.7% |
| Participation rate | 46.9% | 61.9%-15.0pp | 78.2%-31.4pp | 67.2%-20.4pp |
| Annual return | 21.72% | 269.58%-247.9pp | 64.92%-43.2pp | 1369.70%-1348.0pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $893 | $2,837-68.5% | $5,630-84.1% | $4,350-79.5% |
| Admin fee / account holder | $147 | $1,742-91.6% | $15,900-99.1% | $1,945-92.5% |