Filed August 10, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $101,774 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,379 | $41,150+0.6% | $80,627-48.7% | $71,511-42.1% |
| Participation rate | 97.9% | 50.3%+47.6pp | 67.0%+30.9pp | 67.9%+30.0pp |
| Annual return | 16.74% | 38.48%-21.7pp | 936.76%-920.0pp | 28.86%-12.1pp |
| Employer contribution / active EE | $5,473 | $1,515+261.2% | $2,723+101.0% | $2,589+111.4% |
| Participant deferral / active EE | $4,925 | $2,701+82.3% | $4,443+10.8% | $4,291+14.8% |
| Admin fee / account holder | $102 | $1,841-94.4% | $5,381-98.1% | $1,588-93.6% |