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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,339 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,956 | $104,497-62.7% | $159,487-75.6% | $79,389-50.9% |
| Participation rate | 45.0% | 76.6%-31.6pp | 82.8%-37.9pp | 70.7%-25.7pp |
| Annual return | 30.82% | 67.98%-37.2pp | 263.71%-232.9pp | 116.89%-86.1pp |
| Employer contribution / active EE | $911 | $3,418-73.3% | $4,831-81.1% | $2,428-62.5% |
| Participant deferral / active EE | $2,087 | $6,468-67.7% | $7,354-71.6% | $4,046-48.4% |
| Admin fee / account holder | $90 | $711-87.3% | $10,804-99.2% | $626-85.6% |