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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $11,838 |
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 | $56,218 | $68,408-17.8% | $57,196-1.7% | $57,658-2.5% |
| Participation rate | 28.2% | 79.1%-50.9pp | 75.3%-47.1pp | 70.2%-42.0pp |
| Annual return | 7.71% | 8.51%-0.8pp | 14.59%-6.9pp | 5.13%+2.6pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,683-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,092 | $2,903-27.9% | $3,096-32.4% | $3,061-31.7% |
| Admin fee / account holder | $146 | $70+109.9% | $3,141-95.3% | $95+54.7% |