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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $71,425 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,575 | $76,670+11.6% | $96,683-11.5% | $71,457+19.8% |
| Participation rate | 96.1% | 66.6%+29.5pp | 74.3%+21.7pp | 67.9%+28.1pp |
| Annual return | 10.92% | 48.29%-37.4pp | 35.69%-24.8pp | 28.85%-17.9pp |
| Employer contribution / active EE | $2,788 | $3,031-8.0% | $3,737-25.4% | $2,588+7.7% |
| Participant deferral / active EE | $6,551 | $3,771+73.7% | $4,878+34.3% | $4,289+52.7% |
| Admin fee / account holder | $24 | $2,028-98.8% | $6,730-99.6% | $1,587-98.5% |