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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $315,775 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,934 | $88,982-55.1% | $102,438-61.0% | $77,671-48.6% |
| Participation rate | 93.5% | 80.9%+12.6pp | 76.5%+17.0pp | 70.6%+22.9pp |
| Annual return | 12.45% | 25.01%-12.6pp | 29.37%-16.9pp | 31.21%-18.8pp |
| Employer contribution / active EE | $2,723 | $2,698+0.9% | $3,024-9.9% | $2,726-0.1% |
| Participant deferral / active EE | $4,670 | $5,144-9.2% | $5,054-7.6% | $4,648+0.5% |
| Admin fee / account holder | $92 | $236-60.8% | $9,448-99.0% | $430-78.6% |