Filed January 2, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $23,421 |
Service code 27 · EIN 41-0955056 | Advisory (Plan) | $5,000 |
Service code 27 · EIN 47-1674808 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,205 | $101,317+42.3% | $146,958-1.9% | $74,495+93.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 11.64% | 8730.91%-8719.3pp | 418.34%-406.7pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $5,466 | $3,810+43.5% | $4,933+10.8% | $2,623+108.4% |
| Participant deferral / active EE | $11,700 | $7,303+60.2% | $8,070+45.0% | $4,346+169.2% |
| Admin fee / account holder | $231 | $1,739-86.7% | $12,998-98.2% | $1,942-88.1% |