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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $24,076 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $13,546 |
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 | $29,269 | $39,859-26.6% | $78,676-62.8% | $57,658-49.2% |
| Participation rate | 62.0% | 66.1%-4.1pp | 73.6%-11.5pp | 70.2%-8.2pp |
| Annual return | 7.60% | 18.96%-11.4pp | 62.19%-54.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $839 | $1,786-53.0% | $2,850-70.5% | $1,974-57.5% |
| Participant deferral / active EE | $1,757 | $2,248-21.8% | $3,517-50.0% | $3,061-42.6% |
| Admin fee / account holder | $42 | $76-44.8% | $4,510-99.1% | $95-55.5% |