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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $47,727 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,034 | $34,492+4.5% | $80,004-55.0% | $55,191-34.7% |
| Participation rate | 82.2% | 62.9%+19.3pp | 73.0%+9.2pp | 69.2%+13.0pp |
| Annual return | -2.49% | 3.50%-6.0pp | 7.63%-10.1pp | 10.78%-13.3pp |
| Employer contribution / active EE | $304 | $1,043-70.8% | $2,473-87.7% | $1,899-84.0% |
| Participant deferral / active EE | $2,172 | $2,104+3.2% | $3,204-32.2% | $3,046-28.7% |
| Admin fee / account holder | $30 | $69-57.1% | $5,033-99.4% | $91-67.2% |