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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 13 · EIN 93-1253576 | Contract Administrator | $22,289 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,512 | $55,415-61.2% | $155,509-86.2% | $74,495-71.1% |
| Participation rate | 39.4% | 61.9%-22.5pp | 78.2%-38.7pp | 67.2%-27.8pp |
| Annual return | 10.97% | 268.50%-257.5pp | 64.67%-53.7pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $386 | $2,267-83.0% | $4,672-91.7% | $2,623-85.3% |
| Participant deferral / active EE | $832 | $2,836-70.7% | $5,626-85.2% | $4,346-80.9% |
| Admin fee / account holder | $36 | $1,738-97.9% | $15,912-99.8% | $1,942-98.1% |