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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $33,362 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,084 | $100,801-42.4% | $149,715-61.2% | $73,412-20.9% |
| Participation rate | 68.8% | 77.7%-8.9pp | 82.5%-13.7pp | 72.2%-3.4pp |
| Annual return | 63.20% | 265.34%-202.1pp | 276.66%-213.5pp | 59.30%+3.9pp |
| Employer contribution / active EE | $1,344 | $3,312-59.4% | $4,645-71.1% | $2,234-39.8% |
| Participant deferral / active EE | $5,322 | $6,404-16.9% | $6,842-22.2% | $3,806+39.8% |
| Admin fee / account holder | $131 | $181-27.4% | $9,310-98.6% | $158-16.9% |