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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Sub-transf... | $7,494 |
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 | $46,042 | $61,052-24.6% | $142,898-67.8% | $79,391-42.0% |
| Participation rate | 99.2% | 60.1%+39.1pp | 72.0%+27.2pp | 70.7%+28.5pp |
| Annual return | 11.88% | 16.02%-4.1pp | 5639.64%-5627.8pp | 116.88%-105.0pp |
| Employer contribution / active EE | $1,737 | $1,481+17.3% | $4,146-58.1% | $2,428-28.5% |
| Participant deferral / active EE | $3,472 | $2,879+20.6% | $3,838-9.5% | $4,046-14.2% |
| Admin fee / account holder | $17 | $659-97.4% | $6,560-99.7% | $627-97.3% |