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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $37,199 |
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 | $19,099 | $86,341-77.9% | $125,195-84.7% | $65,186-70.7% |
| Participation rate | 90.3% | 75.3%+15.0pp | 79.8%+10.5pp | 70.2%+20.1pp |
| Annual return | 30.41% | 27.44%+3.0pp | 43.79%-13.4pp | 29.39%+1.0pp |
| Employer contribution / active EE | $1,431 | $2,040-29.8% | $3,866-63.0% | $2,177-34.3% |
| Participant deferral / active EE | $3,188 | $3,538-9.9% | $4,937-35.4% | $3,514-9.3% |
| Admin fee / account holder | $54 | $609-91.2% | $9,704-99.4% | $847-93.6% |