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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $48,746 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $39,824 | $45,602-12.7% | $117,529-66.1% | $66,949-40.5% |
| Participation rate | 90.8% | 57.6%+33.2pp | 70.6%+20.2pp | 69.8%+21.0pp |
| Annual return | -15.73% | -16.74%+1.0pp | 29.77%-45.5pp | 1.57%-17.3pp |
| Employer contribution / active EE | $900 | $1,579-43.0% | $4,179-78.5% | $2,545-64.6% |
| Participant deferral / active EE | $4,039 | $2,845+42.0% | $4,072-0.8% | $4,239-4.7% |
| Admin fee / account holder | $220 | $661-66.8% | $5,645-96.1% | $594-63.0% |