Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Filed as: STANCORP FINANCIAL GROUP, INC., Service code 10 · EIN 93-1253576 | Accounting | $16,284 |
Service code 27 · EIN 91-1543805 | Advisory (Plan) | $5,558 |
AMERIBEN2 years Service code 15 · EIN 82-0497661 | Recordkeeping | $3,127 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,133 | $69,383-88.3% | $101,271-92.0% | $73,493-88.9% |
| Participation rate | 86.7% | 68.4%+18.3pp | 75.8%+10.9pp | 70.7%+16.0pp |
| Annual return | 12.17% | 18.46%-6.3pp | 46.48%-34.3pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,274 | $2,628-51.5% | $3,660-65.2% | $2,270-43.9% |
| Participant deferral / active EE | $523 | $3,301-84.2% | $4,371-88.0% | $3,740-86.0% |
| Admin fee / account holder | $93 | $704-86.7% | $5,948-98.4% | $513-81.8% |