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 | Custodial (other than securities); Cl... | $39,867 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,453 | $122,063-43.1% | $184,256-62.3% | $74,478-6.7% |
| Participation rate | 99.1% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 21.09% | 19.92%+1.2pp | 28.85%-7.8pp | 1370.56%-1349.5pp |
| Employer contribution / active EE | $3,617 | $4,539-20.3% | $6,427-43.7% | $2,626+37.7% |
| Participant deferral / active EE | $4,716 | $7,144-34.0% | $9,133-48.4% | $4,350+8.4% |
| Admin fee / account holder | $72 | $1,253-94.2% | $13,899-99.5% | $1,946-96.3% |