Filed June 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $24,688 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,163 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $49,185 | $130,294-62.3% | $170,028-71.1% | $71,495-31.2% |
| Participation rate | 99.0% | 86.2%+12.8pp | 87.0%+12.0pp | 67.9%+31.1pp |
| Annual return | 13.15% | 20.36%-7.2pp | 53.39%-40.2pp | 28.85%-15.7pp |
| Employer contribution / active EE | $2,062 | $4,385-53.0% | $6,788-69.6% | $2,589-20.4% |
| Participant deferral / active EE | $2,675 | $6,928-61.4% | $10,409-74.3% | $4,291-37.7% |
| Admin fee / account holder | $122 | $966-87.4% | $12,820-99.0% | $1,588-92.3% |