| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $100,507 |
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 | $363,257 | $69,305+424.1% | $82,312+341.3% | $69,634+421.7% |
| Participation rate | 96.6% | 80.3%+16.3pp | 76.9%+19.7pp | 70.7%+25.9pp |
| Annual return | 29.04% | 21.47%+7.6pp | 25.88%+3.2pp | 27572.26%-27543.2pp |
| Employer contribution / active EE | $8,323 | $1,887+341.2% | $2,428+242.7% | $2,032+309.6% |
| Participant deferral / active EE | $6,557 | $3,568+83.8% | $3,706+76.9% | $3,224+103.4% |
| Admin fee / account holder | $16 | $97-84.0% | $5,608-99.7% | $110-85.9% |