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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $44,982 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $11,456 | $47,766-76.0% | $82,744-86.2% | $64,819-82.3% |
| Participation rate | 52.1% | 67.7%-15.5pp | 72.6%-20.4pp | 71.5%-19.3pp |
| Annual return | -12.09% | -13.06%+1.0pp | 702.22%-714.3pp | 32.84%-44.9pp |
| Employer contribution / active EE | $728 | $2,182-66.6% | $3,008-75.8% | $2,507-70.9% |
| Participant deferral / active EE | $1,646 | $3,332-50.6% | $4,395-62.5% | $4,311-61.8% |
| Admin fee / account holder | $50 | $143-65.3% | $5,325-99.1% | $188-73.6% |