Filed October 24, 2022
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $40,413 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 27 · EIN 41-0945505 | Advisory (Plan) | $26,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,637 | $72,770-53.8% | $67,652-50.3% | $55,191-39.1% |
| Participation rate | 65.9% | 78.8%-12.9pp | 75.7%-9.8pp | 69.2%-3.3pp |
| Annual return | 27.65% | -3.26%+30.9pp | 6625.40%-6597.8pp | 10.78%+16.9pp |
| Employer contribution / active EE | $1,281 | $1,769-27.6% | $2,266-43.5% | $1,899-32.5% |
| Participant deferral / active EE | $2,262 | $3,408-33.6% | $3,560-36.4% | $3,046-25.7% |
| Admin fee / account holder | $221 | $79+180.9% | $4,821-95.4% | $91+143.9% |