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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $68,794 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,117 | $99,201-46.5% | $96,544-45.0% | $74,473-28.7% |
| Participation rate | 73.1% | 80.7%-7.5pp | 76.0%-2.9pp | 70.7%+2.4pp |
| Annual return | 21.60% | 22.40%-0.8pp | 25.88%-4.3pp | 34.36%-12.8pp |
| Employer contribution / active EE | $2,254 | $2,570-12.3% | $2,966-24.0% | $2,638-14.6% |
| Participant deferral / active EE | $4,434 | $4,938-10.2% | $4,851-8.6% | $4,530-2.1% |
| Admin fee / account holder | $35 | $225-84.2% | $8,254-99.6% | $347-89.8% |