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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $20,591 |
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.
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 | $52,085 | $52,884-1.5% | $84,753-38.5% | $55,167-5.6% |
| Participation rate | 64.7% | 67.5%-2.8pp | 76.6%-11.8pp | 69.0%-4.2pp |
| Annual return | 5.54% | 18.03%-12.5pp | 22.78%-17.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $235 | $2,233-89.5% | $3,574-93.4% | $1,963-88.0% |
| Participant deferral / active EE | $2,483 | $2,644-6.1% | $3,712-33.1% | $3,054-18.7% |
| Admin fee / account holder | $34 | $581-94.2% | $5,333-99.4% | $504-93.3% |