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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $28,872 |
Service code 27 · EIN 33-0818667 | Advisory (Plan) | $14,257 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,733 | $76,383+12.2% | $121,663-29.5% | $64,340+33.3% |
| Participation rate | 95.4% | 60.4%+34.9pp | 74.5%+20.9pp | 55.2%+40.1pp |
| Annual return | 9.07% | 16.98%-7.9pp | 147.54%-138.5pp | 24.14%-15.1pp |
| Employer contribution / active EE | $1,144 | $1,943-41.1% | $3,020-62.1% | $1,862-38.5% |
| Participant deferral / active EE | $6,716 | $3,149+113.3% | $4,887+37.4% | $2,980+125.4% |
| Admin fee / account holder | $135 | $4,142-96.7% | $14,289-99.1% | $3,703-96.4% |