Filed June 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $55,431 |
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 | $56,352 | $102,661-45.1% | $151,639-62.8% | $66,938-15.8% |
| Participation rate | 92.1% | 85.5%+6.5pp | 87.5%+4.6pp | 69.8%+22.3pp |
| Annual return | -10.62% | -10.81%+0.2pp | 3.34%-14.0pp | 1.58%-12.2pp |
| Employer contribution / active EE | $2,250 | $4,184-46.2% | $6,165-63.5% | $2,545-11.6% |
| Participant deferral / active EE | $3,093 | $6,645-53.5% | $8,363-63.0% | $4,238-27.0% |
| Admin fee / account holder | $41 | $630-93.6% | $11,613-99.7% | $594-93.2% |