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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $13,933 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $535,828 | $55,457+866.2% | $76,119+603.9% | $77,736+589.3% |
| Participation rate | 59.6% | 63.6%-4.0pp | 69.1%-9.4pp | 70.6%-10.9pp |
| Annual return | 19.43% | 17.09%+2.3pp | 361.25%-341.8pp | 31.26%-11.8pp |
| Employer contribution / active EE | $11,905 | $1,792+564.2% | $2,693+342.1% | $2,728+336.4% |
| Participant deferral / active EE | $7,485 | $3,454+116.7% | $4,259+75.7% | $4,651+60.9% |
| Admin fee / account holder | $52 | $411-87.4% | $6,421-99.2% | $433-88.1% |