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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $58,471 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,249 | $86,692-75.5% | $119,634-82.2% | $66,949-68.3% |
| Participation rate | 95.2% | 75.6%+19.7pp | 79.3%+16.0pp | 69.8%+25.4pp |
| Annual return | -19.13% | -8.00%-11.1pp | -14.98%-4.1pp | 1.57%-20.7pp |
| Employer contribution / active EE | $1,676 | $2,536-33.9% | $4,232-60.4% | $2,545-34.2% |
| Participant deferral / active EE | $3,588 | $4,360-17.7% | $5,601-35.9% | $4,239-15.4% |
| Admin fee / account holder | $58 | $755-92.3% | $10,329-99.4% | $594-90.3% |