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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $7,131 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,805 | $46,732+2.3% | $156,549-69.5% | $55,167-13.3% |
| Participation rate | 57.8% | 65.8%-8.0pp | 84.0%-26.2pp | 69.0%-11.2pp |
| Annual return | 0.37% | 17.72%-17.3pp | 32.23%-31.9pp | 169.23%-168.9pp |
| Employer contribution / active EE | $2,877 | $2,105+36.6% | $5,501-47.7% | $1,963+46.6% |
| Participant deferral / active EE | $2,762 | $2,204+25.3% | $4,871-43.3% | $3,054-9.6% |
| Admin fee / account holder | $28 | $418-93.4% | $13,027-99.8% | $504-94.5% |