Filed May 30, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $425,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,635 | $45,000-38.6% | $143,757-80.8% | $77,904-64.5% |
| Participation rate | 94.4% | 66.8%+27.6pp | 80.3%+14.1pp | 73.7%+20.7pp |
| Annual return | -16.41% | 29.03%-45.4pp | -0.04%-16.4pp | 12.21%-28.6pp |
| Employer contribution / active EE | $2,646 | $1,870+41.5% | $4,951-46.6% | $2,848-7.1% |
| Participant deferral / active EE | $3,569 | $3,157+13.1% | $5,637-36.7% | $4,806-25.7% |
| Admin fee / account holder | $18 | $98-81.4% | $14,673-99.9% | $133-86.2% |