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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $19,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $22,063 | $60,349-63.4% | $74,184-70.3% | $62,881-64.9% |
| Participation rate | 67.5% | 72.7%-5.2pp | 76.6%-9.1pp | 69.3%-1.8pp |
| Annual return | -48.15% | 21.38%-69.5pp | 17.74%-65.9pp | 20.14%-68.3pp |
| Employer contribution / active EE | $1,953 | $1,680+16.2% | $2,370-17.6% | $2,281-14.4% |
| Participant deferral / active EE | $3,197 | $2,856+11.9% | $3,550-9.9% | $3,203-0.2% |
| Admin fee / account holder | $243 | $4,261-94.3% | $5,586-95.7% | $4,296-94.4% |