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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $127,770 |
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 | $15,294 | $21,965-30.4% | $59,496-74.3% | $59,188-74.2% |
| Participation rate | 28.6% | 32.6%-4.0pp | 54.6%-26.0pp | 69.4%-40.9pp |
| Annual return | -0.55% | 22.15%-22.7pp | 182.05%-182.6pp | 5.51%-6.1pp |
| Employer contribution / active EE | $299 | $316-5.4% | $1,153-74.0% | $2,098-85.7% |
| Participant deferral / active EE | $504 | $732-31.2% | $1,829-72.5% | $3,265-84.6% |
| Admin fee / account holder | $54 | $74-27.0% | $2,232-97.6% | $92-41.1% |