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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $64,944 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,532 | $95,369-68.0% | $135,942-77.5% | $74,440-59.0% |
| Participation rate | 96.3% | 78.2%+18.0pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 16.18% | 32.72%-16.5pp | 68.28%-52.1pp | 34.37%-18.2pp |
| Employer contribution / active EE | $1,920 | $3,878-50.5% | $4,858-60.5% | $2,638-27.2% |
| Participant deferral / active EE | $4,318 | $7,788-44.6% | $7,759-44.3% | $4,529-4.6% |
| Admin fee / account holder | $103 | $266-61.2% | $10,764-99.0% | $348-70.3% |