Filed January 14, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCAL GROUP Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $385,197 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,430 | $53,204+17.3% | $155,556-59.9% | $200,096-68.8% |
| Participation rate | 42.0% | 64.1%-22.1pp | 78.2%-36.3pp | 72.0%-30.1pp |
| Annual return | 16.77% | 41.02%-24.2pp | 64.84%-48.1pp | 34.26%-17.5pp |
| Employer contribution / active EE | $1,350 | $1,850-27.0% | $4,675-71.1% | $3,038-55.6% |
| Participant deferral / active EE | $2,796 | $3,163-11.6% | $5,631-50.3% | $5,090-45.1% |
| Admin fee / account holder | $41 | $186-77.9% | $15,885-99.7% | $269-84.8% |