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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $25,026 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,695 | $43,133+24.5% | $89,400-39.9% | $73,493-26.9% |
| Participation rate | 89.0% | 55.0%+34.0pp | 68.0%+21.0pp | 70.7%+18.3pp |
| Annual return | 15.01% | 135.66%-120.6pp | 245.64%-230.6pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,019 | $1,438+40.4% | $2,586-21.9% | $2,270-11.0% |
| Participant deferral / active EE | $3,938 | $2,445+61.1% | $3,890+1.2% | $3,740+5.3% |
| Admin fee / account holder | $38 | $444-91.4% | $4,882-99.2% | $513-92.5% |