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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $31,049 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,185 | $58,895-79.3% | $178,503-93.2% | $73,497-83.4% |
| Participation rate | 82.4% | 66.2%+16.2pp | 81.9%+0.5pp | 70.7%+11.7pp |
| Annual return | 4.56% | 24.86%-20.3pp | 151.12%-146.6pp | 28.51%-24.0pp |
| Employer contribution / active EE | $918 | $2,236-58.9% | $5,011-81.7% | $2,270-59.6% |
| Participant deferral / active EE | $1,681 | $2,567-34.5% | $5,202-67.7% | $3,740-55.1% |
| Admin fee / account holder | $101 | $400-74.7% | $13,987-99.3% | $513-80.2% |