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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $63,210 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,339 | $86,341-25.5% | $125,195-48.6% | $65,186-1.3% |
| Participation rate | 87.4% | 75.3%+12.1pp | 79.8%+7.6pp | 70.2%+17.2pp |
| Annual return | 24.15% | 27.44%-3.3pp | 43.79%-19.6pp | 29.39%-5.2pp |
| Employer contribution / active EE | $2,797 | $2,040+37.1% | $3,866-27.7% | $2,177+28.5% |
| Participant deferral / active EE | $5,922 | $3,538+67.4% | $4,937+19.9% | $3,514+68.5% |
| Admin fee / account holder | $60 | $609-90.1% | $9,704-99.4% | $847-92.9% |