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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $23,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $39,300 | $91,474-57.0% | $135,982-71.1% | $71,529-45.1% |
| Participation rate | 44.1% | 75.7%-31.6pp | 81.9%-37.9pp | 67.9%-23.9pp |
| Annual return | 14.22% | 29.89%-15.7pp | 68.32%-54.1pp | 28.97%-14.8pp |
| Employer contribution / active EE | $1,234 | $3,705-66.7% | $4,859-74.6% | $2,590-52.3% |
| Participant deferral / active EE | $3,166 | $7,095-55.4% | $7,760-59.2% | $4,291-26.2% |
| Admin fee / account holder | $109 | $1,267-91.4% | $10,767-99.0% | $1,588-93.2% |