Filed May 17, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $61,048 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $13,238 |
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 | $87,938 | $136,307-35.5% | $177,848-50.6% | $73,497+19.6% |
| Participation rate | 81.9% | 86.1%-4.2pp | 87.7%-5.8pp | 70.7%+11.2pp |
| Annual return | 17.16% | 18.68%-1.5pp | 48.33%-31.2pp | 28.51%-11.4pp |
| Employer contribution / active EE | $3,634 | $3,712-2.1% | $5,919-38.6% | $2,270+60.1% |
| Participant deferral / active EE | $3,702 | $5,829-36.5% | $7,714-52.0% | $3,740-1.0% |
| Admin fee / account holder | $219 | $596-63.2% | $12,431-98.2% | $513-57.3% |