| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $107,391 |
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 | $314,884 | $79,519+296.0% | $95,968+228.1% | $73,415+328.9% |
| Participation rate | 92.0% | 81.2%+10.8pp | 77.1%+14.9pp | 72.2%+19.8pp |
| Annual return | 13.98% | 19.20%-5.2pp | 91.65%-77.7pp | 59.30%-45.3pp |
| Employer contribution / active EE | $3,567 | $2,048+74.2% | $2,542+40.3% | $2,234+59.7% |
| Participant deferral / active EE | $6,535 | $4,138+57.9% | $4,167+56.8% | $3,806+71.7% |
| Admin fee / account holder | $13 | $184-93.2% | $6,798-99.8% | $158-92.1% |