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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $10,414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,412 | $117,025-58.6% | $91,541-47.1% | $85,563-43.4% |
| Participation rate | 50.4% | 64.2%-13.9pp | 69.8%-19.4pp | 66.0%-15.6pp |
| Annual return | 11.80% | 18.02%-6.2pp | 20.50%-8.7pp | 31.51%-19.7pp |
| Employer contribution / active EE | $1,227 | $2,120-42.1% | $2,505-51.0% | $2,654-53.7% |
| Participant deferral / active EE | $2,661 | $3,446-22.8% | $4,008-33.6% | $4,375-39.2% |
| Admin fee / account holder | $54 | $1,242-95.7% | $6,956-99.2% | $834-93.6% |