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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $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 | $80,705+6.2% | $115,768-25.9% | $67,986+26.1% |
| Participation rate | 95.4% | 63.0%+32.4pp | 74.4%+21.0pp | 57.2%+38.2pp |
| Annual return | 9.07% | 18.49%-9.4pp | 100.46%-91.4pp | 31.67%-22.6pp |
| Employer contribution / active EE | $1,144 | $2,046-44.1% | $2,940-61.1% | $2,019-43.3% |
| Participant deferral / active EE | $6,716 | $3,559+88.7% | $4,917+36.6% | $3,358+100.0% |
| Admin fee / account holder | $135 | $4,135-96.7% | $12,439-98.9% | $3,203-95.8% |