Filed May 17, 2023 (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 | Claims processing; Direct payment fro... | $85,052 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $7,599 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,339 | $121,341-13.2% | $189,545-44.4% | $79,389+32.7% |
| Participation rate | 72.7% | 86.1%-13.4pp | 87.8%-15.1pp | 70.7%+2.0pp |
| Annual return | 13.80% | 21.08%-7.3pp | 555.36%-541.6pp | 116.89%-103.1pp |
| Employer contribution / active EE | $3,906 | $3,915-0.2% | $6,162-36.6% | $2,428+60.9% |
| Participant deferral / active EE | $3,886 | $6,395-39.2% | $8,220-52.7% | $4,046-3.9% |
| Admin fee / account holder | $269 | $651-58.8% | $12,049-97.8% | $626-57.1% |