Filed August 6, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $44,039 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,514 | $65,960-31.0% | $81,844-44.4% | $77,736-41.5% |
| Participation rate | 78.6% | 65.8%+12.8pp | 72.4%+6.2pp | 70.6%+8.0pp |
| Annual return | 25.28% | 26.64%-1.4pp | 778.87%-753.6pp | 31.26%-6.0pp |
| Employer contribution / active EE | $4,219 | $2,375+77.6% | $2,916+44.7% | $2,728+54.7% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $106 | $526-79.8% | $7,355-98.6% | $433-75.5% |