Filed August 17, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $9,937 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,186 | $52,406-4.2% | $129,207-61.2% | $74,495-32.6% |
| Participation rate | 77.7% | 53.8%+23.9pp | 69.6%+8.1pp | 67.2%+10.5pp |
| Annual return | 17.14% | 15.66%+1.5pp | 9417.33%-9400.2pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $1,289 | $1,531-15.8% | $4,153-69.0% | $2,623-50.9% |
| Participant deferral / active EE | $5,760 | $2,794+106.1% | $4,168+38.2% | $4,346+32.6% |
| Admin fee / account holder | $70 | $2,633-97.3% | $7,715-99.1% | $1,942-96.4% |