| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $116,191 |
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 | $296,715 | $65,118+355.7% | $76,768+286.5% | $55,727+432.4% |
| Participation rate | 98.9% | 79.6%+19.3pp | 77.0%+22.0pp | 70.9%+28.1pp |
| Annual return | 10.32% | -1.27%+11.6pp | 2.43%+7.9pp | 244.94%-234.6pp |
| Employer contribution / active EE | $2,601 | $1,941+34.0% | $2,485+4.6% | $2,078+25.1% |
| Participant deferral / active EE | $6,386 | $3,688+73.1% | $3,852+65.8% | $3,356+90.3% |
| Admin fee / account holder | $10 | $116-91.0% | $6,676-99.8% | $115-90.9% |