Filed February 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $19,266 |
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 | $45,203 | $111,608-59.5% | $177,848-74.6% | $73,412-38.4% |
| Participation rate | 98.8% | 87.9%+10.9pp | 87.7%+11.1pp | 72.2%+26.6pp |
| Annual return | 18.43% | 18.23%+0.2pp | 48.33%-29.9pp | 59.30%-40.9pp |
| Employer contribution / active EE | $3,181 | $3,796-16.2% | $5,919-46.2% | $2,234+42.4% |
| Participant deferral / active EE | $3,844 | $6,199-38.0% | $7,714-50.2% | $3,806+1.0% |
| Admin fee / account holder | $33 | $166-80.0% | $12,431-99.7% | $158-79.1% |