Filed May 17, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $92,231 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $16,893 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,365 | $122,042+3.5% | $184,260-31.4% | $74,459+69.7% |
| Participation rate | 73.9% | 85.5%-11.5pp | 86.8%-12.9pp | 67.2%+6.7pp |
| Annual return | 14.04% | 19.91%-5.9pp | 28.84%-14.8pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $5,454 | $4,537+20.2% | $6,427-15.1% | $2,626+107.7% |
| Participant deferral / active EE | $4,558 | $7,143-36.2% | $9,133-50.1% | $4,350+4.8% |
| Admin fee / account holder | $310 | $1,252-75.2% | $13,898-97.8% | $1,945-84.0% |