Filed June 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $31,772 |
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $26,367 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,848 | $122,063-50.2% | $184,256-67.0% | $74,478-18.3% |
| Participation rate | 89.2% | 85.5%+3.7pp | 86.8%+2.3pp | 67.2%+21.9pp |
| Annual return | 17.55% | 19.92%-2.4pp | 28.85%-11.3pp | 1370.56%-1353.0pp |
| Employer contribution / active EE | $2,331 | $4,539-48.6% | $6,427-63.7% | $2,626-11.2% |
| Participant deferral / active EE | $3,770 | $7,144-47.2% | $9,133-58.7% | $4,350-13.3% |
| Admin fee / account holder | $183 | $1,253-85.4% | $13,899-98.7% | $1,946-90.6% |