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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,122 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $17,135 |
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 | $29,050 | $45,900-36.7% | $94,057-69.1% | $64,340-54.8% |
| Participation rate | 54.0% | 50.6%+3.5pp | 73.3%-19.3pp | 55.2%-1.2pp |
| Annual return | 11.14% | 50.47%-39.3pp | 480.62%-469.5pp | 24.14%-13.0pp |
| Employer contribution / active EE | $948 | $1,612-41.2% | $2,933-67.7% | $1,862-49.1% |
| Participant deferral / active EE | $2,652 | $2,102+26.2% | $4,709-43.7% | $2,980-11.0% |
| Admin fee / account holder | $266 | $3,143-91.5% | $7,244-96.3% | $3,703-92.8% |