Filed November 22, 2019 (most recent of 4 filings on file)
Total covered: 8 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $86,558 |
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 | $35,535 | $37,196-4.5% | $154,108-76.9% | $55,725-36.2% |
| Participation rate | 98.9% | 64.1%+34.9pp | 83.0%+15.9pp | 70.9%+28.1pp |
| Annual return | -4.35% | 1319.68%-1324.0pp | 735.21%-739.6pp | 244.93%-249.3pp |
| Employer contribution / active EE | $2,367 | $1,614+46.6% | $5,298-55.3% | $2,078+13.9% |
| Participant deferral / active EE | $3,563 | $2,068+72.3% | $5,081-29.9% | $3,356+6.2% |
| Admin fee / account holder | $17 | $102-83.7% | $13,411-99.9% | $115-85.6% |