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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (securities); Custodial (ot... | $51,874 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $32,081 | $55,790-42.5% | $76,817-58.2% | $67,579-52.5% |
| Participation rate | 69.5% | 71.1%-1.6pp | 72.1%-2.5pp | 71.3%-1.7pp |
| Annual return | 20.76% | 64.45%-43.7pp | 1166.11%-1145.4pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,396 | $1,810-22.9% | $2,302-39.4% | $2,148-35.0% |
| Participant deferral / active EE | $1,992 | $2,875-30.7% | $3,336-40.3% | $3,539-43.7% |
| Admin fee / account holder | $131 | $159-17.8% | $6,420-98.0% | $142-8.1% |