Filed November 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $34,578 |
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 | $33,523 | $47,977-30.1% | $154,108-78.2% | $56,289-40.4% |
| Participation rate | 43.8% | 66.2%-22.4pp | 83.0%-39.3pp | 69.9%-26.1pp |
| Annual return | -4.35% | 3.54%-7.9pp | 735.21%-739.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $610 | $2,169-71.9% | $5,298-88.5% | $2,111-71.1% |
| Participant deferral / active EE | $1,741 | $2,392-27.2% | $5,081-65.7% | $3,350-48.0% |
| Admin fee / account holder | $293 | $438-33.2% | $13,411-97.8% | $521-43.8% |