Filed August 10, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $76,665 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,077 | $37,463-19.7% | $77,096-61.0% | $66,938-55.1% |
| Participation rate | 99.1% | 52.9%+46.2pp | 67.9%+31.2pp | 69.8%+29.3pp |
| Annual return | -15.84% | -3.25%-12.6pp | 42.35%-58.2pp | 1.58%-17.4pp |
| Employer contribution / active EE | $9,949 | $1,535+548.2% | $2,814+253.5% | $2,545+290.9% |
| Participant deferral / active EE | $4,386 | $2,621+67.3% | $4,429-1.0% | $4,238+3.5% |
| Admin fee / account holder | $83 | $568-85.3% | $5,428-98.5% | $594-85.9% |