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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $22,062 |
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 | $33,692 | $84,499-60.1% | $125,391-73.1% | $66,949-49.7% |
| Participation rate | 46.4% | 76.4%-30.0pp | 82.4%-36.0pp | 69.8%-23.4pp |
| Annual return | -15.63% | -8.49%-7.1pp | 572.41%-588.0pp | 1.57%-17.2pp |
| Employer contribution / active EE | $1,130 | $3,554-68.2% | $4,816-76.5% | $2,545-55.6% |
| Participant deferral / active EE | $2,404 | $6,785-64.6% | $7,448-67.7% | $4,239-43.3% |
| Admin fee / account holder | $106 | $685-84.6% | $10,009-98.9% | $594-82.2% |