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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $67,321 |
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 | $10,562 | $62,928-83.2% | $172,753-93.9% | $67,582-84.4% |
| Participation rate | 90.5% | 64.5%+26.0pp | 82.6%+7.8pp | 71.3%+19.2pp |
| Annual return | 27.03% | 30.36%-3.3pp | 803.00%-776.0pp | 378.57%-351.5pp |
| Employer contribution / active EE | $1,335 | $1,636-18.4% | $5,144-74.1% | $2,148-37.9% |
| Participant deferral / active EE | $2,175 | $2,145+1.4% | $5,198-58.2% | $3,539-38.6% |
| Admin fee / account holder | $74 | $167-55.6% | $13,956-99.5% | $142-48.0% |