Filed September 6, 2023
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $68,721 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,859 | $100,923+18.8% | $150,045-20.1% | $74,304+61.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 15.17% | 51.77%-36.6pp | 62.55%-47.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $7,676 | $3,463+121.6% | $4,693+63.6% | $2,241+242.5% |
| Participant deferral / active EE | $8,704 | $6,709+29.7% | $7,997+8.8% | $3,767+131.0% |
| Admin fee / account holder | $40 | $2,767-98.6% | $13,435-99.7% | $2,969-98.7% |