Filed January 18, 2019 (most recent of 4 filings on file)
Total covered: 15 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $117,193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,024 | $131,799+7.0% | $200,582-29.7% | $85,563+64.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 15.82% | 21.59%-5.8pp | 42.33%-26.5pp | 31.51%-15.7pp |
| Employer contribution / active EE | $6,776 | $4,532+49.5% | $6,419+5.6% | $2,654+155.4% |
| Participant deferral / active EE | $7,625 | $7,702-1.0% | $9,331-18.3% | $4,375+74.3% |
| Admin fee / account holder | $38 | $235-84.0% | $16,305-99.8% | $834-95.5% |