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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $51,888 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,295 | $119,446-55.4% | $150,045-64.5% | $85,563-37.7% |
| Participation rate | 49.6% | 75.4%-25.8pp | 82.3%-32.7pp | 66.0%-16.4pp |
| Annual return | 17.78% | 23.72%-5.9pp | 62.55%-44.8pp | 31.51%-13.7pp |
| Employer contribution / active EE | $363 | $4,078-91.1% | $4,693-92.3% | $2,654-86.3% |
| Participant deferral / active EE | $3,229 | $7,985-59.6% | $7,997-59.6% | $4,375-26.2% |
| Admin fee / account holder | $29 | $548-94.6% | $13,435-99.8% | $834-96.5% |