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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $41,788 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,288 | $65,118-45.8% | $76,767-54.0% | $55,725-36.7% |
| Participation rate | 65.7% | 79.6%-13.9pp | 77.0%-11.2pp | 70.9%-5.1pp |
| Annual return | -3.85% | -1.27%-2.6pp | 2.43%-6.3pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,721 | $1,941-11.3% | $2,485-30.7% | $2,078-17.2% |
| Participant deferral / active EE | $3,343 | $3,688-9.3% | $3,852-13.2% | $3,356-0.4% |
| Admin fee / account holder | $20 | $116-82.9% | $6,675-99.7% | $115-82.8% |