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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $46,386 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $61,232 | $54,590+12.2% | $81,726-25.1% | $73,497-16.7% |
| Participation rate | 60.8% | 68.3%-7.5pp | 72.0%-11.2pp | 70.7%-9.8pp |
| Annual return | 16.65% | 17.74%-1.1pp | 29.49%-12.8pp | 28.51%-11.9pp |
| Employer contribution / active EE | $1,177 | $1,636-28.0% | $4,311-72.7% | $2,270-48.1% |
| Participant deferral / active EE | $2,713 | $2,759-1.6% | $7,108-61.8% | $3,740-27.4% |
| Admin fee / account holder | $86 | $592-85.4% | $5,160-98.3% | $513-83.2% |