| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $115,428 |
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 | $395,699 | $72,303+447.3% | $86,717+356.3% | $64,829+510.4% |
| Participation rate | 99.3% | 80.4%+18.9pp | 76.6%+22.8pp | 71.5%+27.9pp |
| Annual return | 23.19% | 392.77%-369.6pp | 35.97%-12.8pp | 32.85%-9.7pp |
| Employer contribution / active EE | $4,154 | $2,393+73.6% | $2,837+46.4% | $2,507+65.7% |
| Participant deferral / active EE | $7,527 | $4,660+61.5% | $4,657+61.6% | $4,312+74.6% |
| Admin fee / account holder | $11 | $174-93.7% | $7,494-99.9% | $188-94.1% |