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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $22,443 |
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 | $7,825 | $79,694-90.2% | $96,139-91.9% | $79,386-90.1% |
| Participation rate | 74.3% | 54.0%+20.3pp | 68.4%+5.9pp | 70.7%+3.6pp |
| Annual return | 7.86% | 40.84%-33.0pp | 191.94%-184.1pp | 116.85%-109.0pp |
| Employer contribution / active EE | $541 | $1,443-62.5% | $2,797-80.7% | $2,427-77.7% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $17 | $630-97.4% | $5,537-99.7% | $626-97.4% |