Filed December 18, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $81,000 |
STANCORP FINANCIAL GROUP1+ years Filed as: STANCORP FINANCIAL Service code 19 | Securities Custodian | $37,163 |
PROVIDENCE FINANCIAL, LLC1+ years Service code 27 · EIN 27-0275591 | Advisory (Plan) | $7,484 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,685 | $48,277+42.3% | $63,244+8.6% | $55,191+24.4% |
| Participation rate | 98.8% | 69.4%+29.5pp | 71.0%+27.8pp | 69.2%+29.7pp |
| Annual return | 0.42% | 2.37%-2.0pp | -70.31%+70.7pp | 10.78%-10.4pp |
| Employer contribution / active EE | $4,081 | $1,592+156.4% | $2,322+75.8% | $1,899+114.9% |
| Participant deferral / active EE | $3,465 | $2,432+42.4% | $2,953+17.3% | $3,046+13.7% |
| Admin fee / account holder | $158 | $86+83.3% | $5,893-97.3% | $91+73.6% |