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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $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 | $60,393+25.2% | $81,820-7.6% | $74,429+1.6% |
| Participation rate | 52.0% | 62.9%-10.9pp | 72.4%-20.4pp | 67.2%-15.2pp |
| Annual return | 17.07% | 16.89%+0.2pp | 777.93%-760.9pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $1,283 | $2,626-51.1% | $2,915-56.0% | $2,625-51.1% |
| Participant deferral / active EE | $2,651 | $3,397-22.0% | $4,323-38.7% | $4,348-39.0% |
| Admin fee / account holder | $27 | $1,491-98.2% | $7,391-99.6% | $1,944-98.6% |