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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $75,410 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,498 | $62,928-77.0% | $172,752-91.6% | $67,579-78.5% |
| Participation rate | 87.9% | 64.5%+23.5pp | 82.6%+5.3pp | 71.3%+16.7pp |
| Annual return | 2.37% | 30.36%-28.0pp | 802.97%-800.6pp | 378.56%-376.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $763 | $2,145-64.4% | $5,198-85.3% | $3,539-78.4% |
| Admin fee / account holder | $56 | $167-66.2% | $13,955-99.6% | $142-60.4% |