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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cu... | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,838 | $106,164-69.1% | $147,041-77.7% | $77,692-57.7% |
| Participation rate | 96.7% | 78.4%+18.4pp | 82.2%+14.6pp | 70.6%+26.2pp |
| Annual return | 12.89% | 56.81%-43.9pp | 419.21%-406.3pp | 31.25%-18.4pp |
| Employer contribution / active EE | $2,082 | $4,066-48.8% | $4,935-57.8% | $2,726-23.6% |
| Participant deferral / active EE | $4,551 | $7,993-43.1% | $8,071-43.6% | $4,648-2.1% |
| Admin fee / account holder | $99 | $338-70.8% | $13,006-99.2% | $431-77.1% |