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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $70,633 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,838 | $106,028-69.0% | $146,958-77.7% | $77,643-57.7% |
| Participation rate | 96.7% | 78.4%+18.4pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 12.89% | 56.73%-43.8pp | 418.34%-405.4pp | 31.24%-18.3pp |
| Employer contribution / active EE | $2,082 | $4,063-48.8% | $4,933-57.8% | $2,726-23.6% |
| Participant deferral / active EE | $4,551 | $7,990-43.0% | $8,070-43.6% | $4,647-2.1% |
| Admin fee / account holder | $99 | $337-70.8% | $12,998-99.2% | $430-77.1% |