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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $47,267 |
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 | $41,392 | $73,404-43.6% | $87,103-52.5% | $67,582-38.8% |
| Participation rate | 64.0% | 80.9%-16.9pp | 76.9%-12.9pp | 71.3%-7.3pp |
| Annual return | 24.56% | 48.29%-23.7pp | 28.19%-3.6pp | 378.57%-354.0pp |
| Employer contribution / active EE | $1,654 | $2,014-17.8% | $2,521-34.4% | $2,148-23.0% |
| Participant deferral / active EE | $3,275 | $3,913-16.3% | $4,049-19.1% | $3,539-7.5% |
| Admin fee / account holder | $22 | $142-84.6% | $7,491-99.7% | $142-84.7% |