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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $27,146 |
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 | $62,694 | $58,264+7.6% | $86,617-27.6% | $71,495-12.3% |
| Participation rate | 50.0% | 65.0%-15.0pp | 71.7%-21.7pp | 67.9%-17.9pp |
| Annual return | 17.73% | 21.63%-3.9pp | 591.91%-574.2pp | 28.85%-11.1pp |
| Employer contribution / active EE | $1,087 | $2,574-57.8% | $3,023-64.0% | $2,589-58.0% |
| Participant deferral / active EE | $2,288 | $3,436-33.4% | $4,437-48.4% | $4,291-46.7% |
| Admin fee / account holder | $19 | $1,057-98.2% | $5,613-99.7% | $1,588-98.8% |