Filed November 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $40,883 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,461 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,028 | $46,332-11.4% | $143,797-71.5% | $64,824-36.7% |
| Participation rate | 45.6% | 64.2%-18.7pp | 80.3%-34.7pp | 71.5%-25.9pp |
| Annual return | -15.78% | -10.05%-5.7pp | -0.04%-15.7pp | 32.84%-48.6pp |
| Employer contribution / active EE | $1,193 | $1,911-37.6% | $4,952-75.9% | $2,507-52.4% |
| Participant deferral / active EE | $2,244 | $2,647-15.3% | $5,638-60.2% | $4,311-48.0% |
| Admin fee / account holder | $272 | $154+76.5% | $14,679-98.1% | $188+44.6% |