Filed January 31, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $77,464 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,492 | $68,413-65.7% | $123,105-80.9% | $55,191-57.4% |
| Participation rate | 98.7% | 84.5%+14.2pp | 86.8%+12.0pp | 69.2%+29.6pp |
| Annual return | 0.01% | 6.30%-6.3pp | 13.22%-13.2pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,118 | $3,050-63.4% | $5,151-78.3% | $1,899-41.1% |
| Participant deferral / active EE | $2,459 | $4,490-45.2% | $6,229-60.5% | $3,046-19.3% |
| Admin fee / account holder | $35 | $88-60.0% | $9,014-99.6% | $91-61.3% |