Filed February 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $39,867 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,453 | $122,239-43.2% | $184,200-62.3% | $74,546-6.8% |
| Participation rate | 99.1% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 21.09% | 19.95%+1.1pp | 28.80%-7.7pp | 1366.03%-1344.9pp |
| Employer contribution / active EE | $3,617 | $4,537-20.3% | $6,424-43.7% | $2,624+37.8% |
| Participant deferral / active EE | $4,716 | $7,139-33.9% | $9,132-48.4% | $4,347+8.5% |
| Admin fee / account holder | $72 | $1,260-94.3% | $13,907-99.5% | $1,944-96.3% |