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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $52,313 |
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 | $12,419 | $52,188-76.2% | $86,640-85.7% | $74,460-83.3% |
| Participation rate | 51.3% | 66.3%-15.0pp | 71.7%-20.4pp | 70.7%-19.4pp |
| Annual return | 15.07% | 44.46%-29.4pp | 592.52%-577.4pp | 34.38%-19.3pp |
| Employer contribution / active EE | $693 | $2,282-69.6% | $3,024-77.1% | $2,638-73.7% |
| Participant deferral / active EE | $1,763 | $3,383-47.9% | $4,438-60.3% | $4,530-61.1% |
| Admin fee / account holder | $53 | $319-83.4% | $5,616-99.1% | $348-84.8% |