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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $26,730 |
STANCORP FINANCIAL GROUP6 years Service code 19 | Securities Custodian | $1,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,833 | $65,390-39.1% | $169,368-76.5% | $71,457-44.3% |
| Participation rate | 67.5% | 67.0%+0.5pp | 77.1%-9.7pp | 67.9%-0.4pp |
| Annual return | 18.53% | 21.31%-2.8pp | 405.60%-387.1pp | 28.85%-10.3pp |
| Employer contribution / active EE | $452 | $2,079-78.3% | $4,013-88.7% | $2,588-82.6% |
| Participant deferral / active EE | $3,593 | $4,367-17.7% | $6,221-42.2% | $4,289-16.2% |
| Admin fee / account holder | $202 | $1,324-84.7% | $9,003-97.8% | $1,587-87.3% |