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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $51,123 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,911 | $42,367+65.0% | $79,580-12.1% | $64,819+7.9% |
| Participation rate | 40.4% | 64.7%-24.4pp | 69.5%-29.1pp | 71.5%-31.1pp |
| Annual return | -17.14% | -12.23%-4.9pp | 0.15%-17.3pp | 32.84%-50.0pp |
| Employer contribution / active EE | $720 | $1,181-39.0% | $2,413-70.2% | $2,507-71.3% |
| Participant deferral / active EE | $1,155 | $3,170-63.6% | $3,985-71.0% | $4,311-73.2% |
| Admin fee / account holder | $36 | $160-77.7% | $6,835-99.5% | $188-81.1% |