| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $103,536 |
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 | $314,252 | $73,404+328.1% | $87,102+260.8% | $67,584+365.0% |
| Participation rate | 99.3% | 80.9%+18.4pp | 76.9%+22.4pp | 71.3%+28.0pp |
| Annual return | 22.66% | 48.29%-25.6pp | 28.19%-5.5pp | 378.59%-355.9pp |
| Employer contribution / active EE | $2,534 | $2,014+25.8% | $2,521+0.5% | $2,148+18.0% |
| Participant deferral / active EE | $6,725 | $3,913+71.9% | $4,048+66.1% | $3,540+90.0% |
| Admin fee / account holder | $12 | $142-91.7% | $7,493-99.8% | $142-91.8% |