Filed February 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $23,223 |
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 | $34,744 | $88,515-60.7% | $162,185-78.6% | $67,582-48.6% |
| Participation rate | 98.5% | 86.8%+11.7pp | 87.6%+10.9pp | 71.3%+27.2pp |
| Annual return | 22.30% | 27.04%-4.7pp | 115.61%-93.3pp | 378.57%-356.3pp |
| Employer contribution / active EE | $2,653 | $3,563-25.5% | $5,613-52.7% | $2,148+23.5% |
| Participant deferral / active EE | $3,322 | $5,724-42.0% | $7,297-54.5% | $3,539-6.1% |
| Admin fee / account holder | $52 | $124-57.7% | $10,844-99.5% | $142-63.3% |