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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $60,785 |
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 | $32,308 | $79,519-59.4% | $95,960-66.3% | $73,412-56.0% |
| Participation rate | 31.0% | 81.2%-50.2pp | 77.1%-46.1pp | 72.2%-41.2pp |
| Annual return | 13.77% | 19.20%-5.4pp | 91.63%-77.9pp | 59.30%-45.5pp |
| Employer contribution / active EE | $680 | $2,048-66.8% | $2,541-73.2% | $2,234-69.5% |
| Participant deferral / active EE | $1,234 | $4,138-70.2% | $4,167-70.4% | $3,806-67.6% |
| Admin fee / account holder | $78 | $184-57.7% | $6,797-98.9% | $158-50.6% |