Filed February 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $25,913 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,544 | $102,661-58.6% | $151,645-71.9% | $66,949-36.5% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.5%+11.6pp | 69.8%+29.3pp |
| Annual return | -15.29% | -10.81%-4.5pp | 3.34%-18.6pp | 1.57%-16.9pp |
| Employer contribution / active EE | $3,404 | $4,184-18.7% | $6,165-44.8% | $2,545+33.7% |
| Participant deferral / active EE | $4,191 | $6,645-36.9% | $8,363-49.9% | $4,239-1.1% |
| Admin fee / account holder | $45 | $630-92.9% | $11,614-99.6% | $594-92.5% |