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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $18,415 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,887 | $43,133-81.7% | $89,391-91.2% | $73,488-89.3% |
| Participation rate | 72.4% | 55.0%+17.5pp | 68.0%+4.5pp | 70.7%+1.8pp |
| Annual return | 10.43% | 135.66%-125.2pp | 245.62%-235.2pp | 28.51%-18.1pp |
| Employer contribution / active EE | $787 | $1,438-45.2% | $2,586-69.5% | $2,270-65.3% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16 | $444-96.5% | $4,881-99.7% | $513-97.0% |