Filed June 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $50,760 |
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 | $68,114 | $136,307-50.0% | $177,840-61.7% | $73,493-7.3% |
| Participation rate | 89.5% | 86.1%+3.4pp | 87.7%+1.8pp | 70.7%+18.8pp |
| Annual return | 12.57% | 18.68%-6.1pp | 48.32%-35.8pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,870 | $3,712-49.6% | $5,919-68.4% | $2,270-17.6% |
| Participant deferral / active EE | $2,693 | $5,829-53.8% | $7,714-65.1% | $3,740-28.0% |
| Admin fee / account holder | $22 | $596-96.3% | $12,431-99.8% | $513-95.7% |