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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $122,098 |
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 | $87,155 | $46,722+86.5% | $130,660-33.3% | $65,186+33.7% |
| Participation rate | 52.9% | 60.9%-8.0pp | 71.7%-18.9pp | 70.2%-17.3pp |
| Annual return | 22.98% | 24.17%-1.2pp | 1709.29%-1686.3pp | 29.39%-6.4pp |
| Employer contribution / active EE | $1,869 | $1,488+25.6% | $4,092-54.3% | $2,177-14.2% |
| Participant deferral / active EE | $3,518 | $2,545+38.2% | $3,603-2.4% | $3,514+0.1% |
| Admin fee / account holder | $25 | $453-94.4% | $5,463-99.5% | $847-97.0% |