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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $93,488 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,280 | $61,391-40.9% | $149,723-75.8% | $71,529-49.3% |
| Participation rate | 99.5% | 62.5%+37.0pp | 78.8%+20.8pp | 67.9%+31.6pp |
| Annual return | 16.64% | 35.88%-19.2pp | 134.50%-117.9pp | 28.97%-12.3pp |
| Employer contribution / active EE | $2,966 | $2,384+24.4% | $4,821-38.5% | $2,590+14.5% |
| Participant deferral / active EE | $4,266 | $2,921+46.1% | $5,682-24.9% | $4,291-0.6% |
| Admin fee / account holder | $42 | $1,264-96.7% | $13,215-99.7% | $1,588-97.4% |