Filed December 26, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $79,854 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,495 | $47,163-54.4% | $149,696-85.6% | $74,460-71.1% |
| Participation rate | 98.6% | 63.4%+35.2pp | 78.8%+19.8pp | 70.7%+27.9pp |
| Annual return | 15.94% | 22.75%-6.8pp | 134.46%-118.5pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,546 | $1,907-18.9% | $4,821-67.9% | $2,638-41.4% |
| Participant deferral / active EE | $3,946 | $2,730+44.5% | $5,682-30.6% | $4,530-12.9% |
| Admin fee / account holder | $39 | $343-88.6% | $13,212-99.7% | $348-88.8% |