Filed June 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $31,066 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,913 | $70,667-33.6% | $123,105-61.9% | $52,331-10.4% |
| Participation rate | 88.8% | 83.7%+5.1pp | 86.8%+2.0pp | 68.1%+20.7pp |
| Annual return | 2.25% | 6.23%-4.0pp | 13.22%-11.0pp | 4.54%-2.3pp |
| Employer contribution / active EE | $1,577 | $2,946-46.5% | $5,151-69.4% | $1,882-16.2% |
| Participant deferral / active EE | $2,304 | $4,493-48.7% | $6,229-63.0% | $3,022-23.8% |
| Admin fee / account holder | $17 | $506-96.5% | $9,014-99.8% | $592-97.0% |