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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $71,538 |
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 | $98,544 | $58,859+67.4% | $129,397-23.8% | $77,714+26.8% |
| Participation rate | 49.6% | 59.3%-9.7pp | 69.6%-20.0pp | 70.6%-21.0pp |
| Annual return | 12.44% | 24.74%-12.3pp | 9453.98%-9441.5pp | 31.26%-18.8pp |
| Employer contribution / active EE | $2,226 | $1,952+14.0% | $4,154-46.4% | $2,727-18.4% |
| Participant deferral / active EE | $3,977 | $3,215+23.7% | $4,167-4.6% | $4,649-14.4% |
| Admin fee / account holder | $32 | $591-94.5% | $7,679-99.6% | $433-92.6% |