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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 1100 S W SIXTH AVENUE · PORTLAND, OR 97204 | Custodial (other than securities); Cl... | $9,980 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,930 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,191 | $85,766-84.6% | $136,294-90.3% | $70,131-81.2% |
| Participation rate | 78.6% | 74.2%+4.4pp | 81.9%-3.3pp | 69.5%+9.0pp |
| Annual return | 20.87% | 31.45%-10.6pp | 5155.94%-5135.1pp | 73.14%-52.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,093 | $5,051+40.4% | $6,247+13.5% | $3,332+112.9% |
| Admin fee / account holder | $65 | $5,420-98.8% | $9,243-99.3% | $4,645-98.6% |