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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $19,520 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $3,753 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,131 | $77,523-31.5% | $100,383-47.1% | $80,874-34.3% |
| Participation rate | 89.7% | 77.0%+12.7pp | 81.5%+8.2pp | 67.6%+22.0pp |
| Annual return | 21.07% | 37.21%-16.1pp | 49.26%-28.2pp | 35.62%-14.5pp |
| Employer contribution / active EE | $5,450 | $2,801+94.5% | $3,944+38.2% | $2,756+97.8% |
| Participant deferral / active EE | $12,099 | $6,822+77.4% | $8,086+49.6% | $4,297+181.6% |
| Admin fee / account holder | $144 | $5,899-97.6% | $7,900-98.2% | $6,935-97.9% |