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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $10,383 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,223 | $61,356-73.6% | $149,696-89.2% | $71,511-77.3% |
| Participation rate | 54.9% | 62.5%-7.6pp | 78.8%-23.9pp | 67.9%-13.0pp |
| Annual return | 17.14% | 35.86%-18.7pp | 134.46%-117.3pp | 28.86%-11.7pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,682-100.0% | $4,291-100.0% |
| Admin fee / account holder | $100 | $1,263-92.0% | $13,212-99.2% | $1,588-93.7% |