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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $72,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,073 | $66,444+53.6% | $120,225-15.1% | $79,634+28.2% |
| Participation rate | 43.7% | 42.8%+1.0pp | 69.6%-25.8pp | 62.5%-18.8pp |
| Annual return | 15.93% | 53.37%-37.4pp | 439.23%-423.3pp | 36.46%-20.5pp |
| Employer contribution / active EE | $1,798 | $1,860-3.4% | $3,475-48.3% | $2,529-28.9% |
| Participant deferral / active EE | $3,258 | $2,798+16.5% | $3,999-18.5% | $3,835-15.0% |
| Admin fee / account holder | $16 | $1,295-98.8% | $5,696-99.7% | $1,002-98.4% |