Filed February 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $73,947 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,592 | $91,517-31.6% | $101,248-38.2% | $73,409-14.7% |
| Participation rate | 90.7% | 73.8%+16.9pp | 75.8%+14.9pp | 72.2%+18.5pp |
| Annual return | 20.76% | 17.17%+3.6pp | 46.47%-25.7pp | 59.29%-38.5pp |
| Employer contribution / active EE | $1,392 | $2,877-51.6% | $3,660-62.0% | $2,234-37.7% |
| Participant deferral / active EE | $3,962 | $3,338+18.7% | $4,370-9.3% | $3,805+4.1% |
| Admin fee / account holder | $55 | $216-74.7% | $5,945-99.1% | $158-65.4% |