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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $36,857 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,950 | $66,302-79.0% | $110,243-87.3% | $56,289-75.2% |
| Participation rate | 84.2% | 74.9%+9.3pp | 79.8%+4.4pp | 69.9%+14.3pp |
| Annual return | -8.50% | -1.18%-7.3pp | 314.76%-323.3pp | -9.96%+1.5pp |
| Employer contribution / active EE | $1,418 | $2,047-30.7% | $3,827-62.9% | $2,111-32.8% |
| Participant deferral / active EE | $3,127 | $3,381-7.5% | $4,672-33.1% | $3,350-6.7% |
| Admin fee / account holder | $107 | $698-84.7% | $8,548-98.8% | $521-79.5% |