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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $35,633 |
Participant contribution per participant 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.
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 | $19,063 | $75,388-74.7% | $123,553-84.6% | $55,725-65.8% |
| Participation rate | 88.6% | 75.7%+12.9pp | 82.3%+6.3pp | 70.9%+17.7pp |
| Annual return | -5.20% | 4.48%-9.7pp | 119.21%-124.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,312 | $3,063-57.2% | $4,628-71.7% | $2,078-36.9% |
| Participant deferral / active EE | $2,033 | $5,651-64.0% | $6,426-68.4% | $3,356-39.4% |
| Admin fee / account holder | $91 | $120-24.0% | $9,284-99.0% | $115-21.0% |