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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $119,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,516 | $41,281+97.5% | $109,313-25.4% | $57,658+41.4% |
| Participation rate | 51.8% | 59.3%-7.6pp | 71.3%-19.5pp | 70.2%-18.5pp |
| Annual return | 8.41% | 8.97%-0.6pp | 22.07%-13.7pp | 5.13%+3.3pp |
| Employer contribution / active EE | $1,623 | $1,201+35.1% | $3,892-58.3% | $1,974-17.8% |
| Participant deferral / active EE | $2,979 | $2,223+34.0% | $3,166-5.9% | $3,061-2.7% |
| Admin fee / account holder | $38 | $75-50.1% | $5,666-99.3% | $95-60.3% |