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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $12,761 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $18,390 | $60,165-69.4% | $74,184-75.2% | $55,167-66.7% |
| Participation rate | 46.7% | 74.2%-27.5pp | 76.6%-30.0pp | 69.0%-22.3pp |
| Annual return | 8.41% | 10.00%-1.6pp | 17.74%-9.3pp | 169.23%-160.8pp |
| Employer contribution / active EE | $188 | $1,600-88.3% | $2,370-92.1% | $1,963-90.4% |
| Participant deferral / active EE | $2,241 | $2,973-24.6% | $3,550-36.9% | $3,054-26.6% |
| Admin fee / account holder | $35 | $419-91.7% | $5,586-99.4% | $504-93.1% |