Filed February 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $17,507 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,820 | $80,005-70.2% | $140,019-83.0% | $55,725-57.3% |
| Participation rate | 98.9% | 87.0%+11.9pp | 87.5%+11.4pp | 70.9%+28.1pp |
| Annual return | -2.73% | 0.46%-3.2pp | 651.17%-653.9pp | 244.93%-247.7pp |
| Employer contribution / active EE | $2,762 | $3,403-18.8% | $5,605-50.7% | $2,078+32.9% |
| Participant deferral / active EE | $3,086 | $5,264-41.4% | $6,927-55.4% | $3,356-8.0% |
| Admin fee / account holder | $37 | $116-68.0% | $10,705-99.7% | $115-67.8% |