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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $43,888 |
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 | $41,147 | $45,324-9.2% | $122,354-66.4% | $69,631-40.9% |
| Participation rate | 61.1% | 59.9%+1.2pp | 71.6%-10.5pp | 70.7%-9.6pp |
| Annual return | 19.25% | 25.35%-6.1pp | 30.28%-11.0pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $1,504 | $1,230+22.3% | $4,051-62.9% | $2,032-26.0% |
| Participant deferral / active EE | $1,771 | $2,367-25.2% | $3,287-46.1% | $3,224-45.1% |
| Admin fee / account holder | $98 | $87+12.6% | $5,479-98.2% | $110-11.3% |