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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $48,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,060 | $48,064-6.3% | $78,778-42.8% | $69,631-35.3% |
| Participation rate | 40.9% | 61.6%-20.7pp | 69.2%-28.3pp | 70.7%-29.8pp |
| Annual return | 18.70% | 21.81%-3.1pp | 35.62%-16.9pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $573 | $744-23.0% | $1,986-71.2% | $2,032-71.8% |
| Participant deferral / active EE | $899 | $2,079-56.7% | $2,958-69.6% | $3,224-72.1% |
| Admin fee / account holder | $15 | $152-89.8% | $5,134-99.7% | $110-86.0% |