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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $68,011 |
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 | $100,605 | $61,052+64.8% | $142,898-29.6% | $79,389+26.7% |
| Participation rate | 53.1% | 60.1%-7.0pp | 72.0%-18.8pp | 70.7%-17.6pp |
| Annual return | 14.51% | 16.02%-1.5pp | 5639.64%-5625.1pp | 116.89%-102.4pp |
| Employer contribution / active EE | $1,818 | $1,481+22.8% | $4,146-56.2% | $2,428-25.1% |
| Participant deferral / active EE | $3,470 | $2,879+20.5% | $3,838-9.6% | $4,046-14.2% |
| Admin fee / account holder | $34 | $659-94.8% | $6,560-99.5% | $626-94.6% |