Filed November 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $41,054 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $7,558 |
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 | $39,345 | $47,163-16.6% | $149,696-73.7% | $74,460-47.2% |
| Participation rate | 52.6% | 63.4%-10.8pp | 78.8%-26.2pp | 70.7%-18.1pp |
| Annual return | 15.42% | 22.75%-7.3pp | 134.46%-119.0pp | 34.38%-19.0pp |
| Employer contribution / active EE | $1,386 | $1,907-27.3% | $4,821-71.3% | $2,638-47.5% |
| Participant deferral / active EE | $2,595 | $2,730-5.0% | $5,682-54.3% | $4,530-42.7% |
| Admin fee / account holder | $231 | $343-32.5% | $13,212-98.2% | $348-33.4% |