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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $37,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,685 | $47,163-20.1% | $149,696-74.8% | $74,460-49.4% |
| Participation rate | 27.5% | 63.4%-35.9pp | 78.8%-51.3pp | 70.7%-43.3pp |
| Annual return | 11.46% | 22.75%-11.3pp | 134.46%-123.0pp | 34.38%-22.9pp |
| Employer contribution / active EE | $489 | $1,907-74.3% | $4,821-89.8% | $2,638-81.4% |
| Participant deferral / active EE | $1,098 | $2,730-59.8% | $5,682-80.7% | $4,530-75.8% |
| Admin fee / account holder | $239 | $343-30.3% | $13,212-98.2% | $348-31.3% |