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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $6,414 |
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.
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 | $31,789 | $46,722-32.0% | $130,660-75.7% | $65,186-51.2% |
| Participation rate | 47.0% | 60.9%-13.9pp | 71.7%-24.7pp | 70.2%-23.2pp |
| Annual return | 4.99% | 24.17%-19.2pp | 1709.29%-1704.3pp | 29.39%-24.4pp |
| Employer contribution / active EE | $625 | $1,488-58.0% | $4,092-84.7% | $2,177-71.3% |
| Participant deferral / active EE | $1,556 | $2,545-38.9% | $3,603-56.8% | $3,514-55.7% |
| Admin fee / account holder | $42 | $453-90.6% | $5,463-99.2% | $847-95.0% |