Filed December 26, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $7,948 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,576 | $56,540-67.1% | $185,849-90.0% | $86,821-78.6% |
| Participation rate | 94.5% | 65.5%+29.0pp | 81.7%+12.8pp | 72.3%+22.2pp |
| Annual return | 13.34% | 118.20%-104.9pp | 122.10%-108.8pp | 97.94%-84.6pp |
| Employer contribution / active EE | $1,130 | $1,844-38.8% | $5,169-78.1% | $2,406-53.1% |
| Participant deferral / active EE | $2,882 | $2,555+12.8% | $5,569-48.2% | $4,132-30.2% |
| Admin fee / account holder | $23 | $150-84.5% | $16,244-99.9% | $170-86.3% |