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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $30,099 |
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 | $19,959 | $61,391-67.5% | $149,723-86.7% | $71,529-72.1% |
| Participation rate | 76.5% | 62.5%+14.0pp | 78.8%-2.3pp | 67.9%+8.5pp |
| Annual return | 14.75% | 35.88%-21.1pp | 134.50%-119.7pp | 28.97%-14.2pp |
| Employer contribution / active EE | $707 | $2,384-70.4% | $4,821-85.3% | $2,590-72.7% |
| Participant deferral / active EE | $704 | $2,921-75.9% | $5,682-87.6% | $4,291-83.6% |
| Admin fee / account holder | $15 | $1,264-98.8% | $13,215-99.9% | $1,588-99.1% |