| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $88,867 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $283,099 | $63,905+343.0% | $74,184+281.6% | $57,661+391.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 9.47% | 60.60%-51.1pp | 17.74%-8.3pp | 5.13%+4.3pp |
| Employer contribution / active EE | $9,495 | $1,840+415.9% | $2,370+300.6% | $1,974+381.0% |
| Participant deferral / active EE | $6,231 | $3,448+80.7% | $3,550+75.5% | $3,061+103.6% |
| Admin fee / account holder | $24 | $91-73.9% | $5,586-99.6% | $95-74.9% |