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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $34,827 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,627 | $60,504+25.0% | $81,882-7.6% | $74,478+1.5% |
| Participation rate | 52.0% | 62.9%-10.9pp | 72.4%-20.4pp | 67.2%-15.2pp |
| Annual return | 17.07% | 16.91%+0.2pp | 779.47%-762.4pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $1,283 | $2,627-51.2% | $2,916-56.0% | $2,626-51.1% |
| Participant deferral / active EE | $2,651 | $3,400-22.0% | $4,323-38.7% | $4,350-39.1% |
| Admin fee / account holder | $27 | $1,492-98.2% | $7,360-99.6% | $1,946-98.6% |