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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $43,601 |
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 | $38,833 | $33,745+15.1% | $64,105-39.4% | $55,191-29.6% |
| Participation rate | 39.6% | 59.4%-19.7pp | 68.2%-28.6pp | 69.2%-29.5pp |
| Annual return | 0.55% | 4.95%-4.4pp | 791.24%-790.7pp | 10.78%-10.2pp |
| Employer contribution / active EE | $501 | $641-21.8% | $1,820-72.5% | $1,899-73.6% |
| Participant deferral / active EE | $835 | $1,929-56.7% | $2,822-70.4% | $3,046-72.6% |
| Admin fee / account holder | $11 | $94-88.0% | $4,499-99.7% | $91-87.5% |