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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $57,784 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,339 | $89,652-38.3% | $141,162-60.8% | $65,185-15.1% |
| Participation rate | 52.9% | 74.7%-21.9pp | 82.5%-29.6pp | 70.2%-17.3pp |
| Annual return | 20.38% | 32.79%-12.4pp | 71.39%-51.0pp | 29.38%-9.0pp |
| Employer contribution / active EE | $1,565 | $3,065-48.9% | $4,735-66.9% | $2,177-28.1% |
| Participant deferral / active EE | $4,596 | $5,691-19.2% | $6,709-31.5% | $3,514+30.8% |
| Admin fee / account holder | $251 | $569-55.8% | $10,261-97.6% | $847-70.4% |