Filed February 11, 2019 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $104,255 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,186 | $56,540-23.6% | $185,849-76.8% | $86,821-50.3% |
| Participation rate | 90.3% | 65.5%+24.8pp | 81.7%+8.6pp | 72.3%+18.0pp |
| Annual return | 15.61% | 118.20%-102.6pp | 122.10%-106.5pp | 97.94%-82.3pp |
| Employer contribution / active EE | $2,561 | $1,844+38.9% | $5,169-50.4% | $2,406+6.4% |
| Participant deferral / active EE | $5,089 | $2,555+99.2% | $5,569-8.6% | $4,132+23.2% |
| Admin fee / account holder | $32 | $150-78.9% | $16,244-99.8% | $170-81.4% |