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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $104,406 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,171 | $38,165-41.9% | $189,758-88.3% | $69,255-68.0% |
| Participation rate | 92.9% | 66.7%+26.3pp | 79.8%+13.1pp | 69.0%+23.9pp |
| Annual return | 8.09% | 14.65%-6.6pp | 52.62%-44.5pp | 26.73%-18.6pp |
| Employer contribution / active EE | $340 | $1,589-78.6% | $4,767-92.9% | $2,645-87.2% |
| Participant deferral / active EE | $1,415 | $2,073-31.7% | $5,856-75.8% | $2,890-51.1% |
| Admin fee / account holder | $88 | $714-87.7% | $20,388-99.6% | $733-88.0% |