Filed June 10, 2015
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $14,178 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,015 | $48,078+60.2% | $78,676-2.1% | $62,881+22.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 1.28% | 31.36%-30.1pp | 62.19%-60.9pp | 20.14%-18.9pp |
| Employer contribution / active EE | $9,735 | $2,015+383.2% | $2,850+241.6% | $2,281+326.8% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $117 | $3,206-96.3% | $4,510-97.4% | $4,296-97.3% |