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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $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 | $77,460-31.4% | $100,378-47.1% | $80,925-34.3% |
| Participation rate | 89.7% | 76.9%+12.7pp | 81.5%+8.2pp | 67.7%+22.0pp |
| Annual return | 21.07% | 37.24%-16.2pp | 49.41%-28.3pp | 35.65%-14.6pp |
| Employer contribution / active EE | $5,450 | $2,801+94.6% | $3,942+38.3% | $2,756+97.7% |
| Participant deferral / active EE | $12,099 | $6,818+77.4% | $8,087+49.6% | $4,299+181.5% |
| Admin fee / account holder | $144 | $5,887-97.6% | $7,899-98.2% | $6,940-97.9% |