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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $103,985 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,937 | $50,815-58.8% | $155,509-86.5% | $77,643-73.0% |
| Participation rate | 92.6% | 63.1%+29.5pp | 78.2%+14.5pp | 70.6%+22.1pp |
| Annual return | 14.94% | 34.80%-19.9pp | 64.67%-49.7pp | 31.24%-16.3pp |
| Employer contribution / active EE | $272 | $1,993-86.3% | $4,672-94.2% | $2,726-90.0% |
| Participant deferral / active EE | $1,159 | $2,822-58.9% | $5,626-79.4% | $4,647-75.1% |
| Admin fee / account holder | $100 | $437-77.0% | $15,912-99.4% | $430-76.7% |