| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $129,791 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,605 | $185,342+98.3% | $111,319+230.2% | $86,828+323.4% |
| Participation rate | 98.7% | 81.0%+17.8pp | 77.3%+21.4pp | 72.3%+26.5pp |
| Annual return | 21.37% | 500.80%-479.4pp | 54.68%-33.3pp | 97.95%-76.6pp |
| Employer contribution / active EE | $4,041 | $2,246+79.9% | $2,732+47.9% | $2,406+67.9% |
| Participant deferral / active EE | $7,355 | $4,458+65.0% | $4,488+63.9% | $4,132+78.0% |
| Admin fee / account holder | $10 | $255-95.9% | $7,966-99.9% | $170-93.8% |