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 | Sub-transfer agency fees; Direct paym... | $9,937 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,186 | $52,450-4.3% | $129,397-61.2% | $74,429-32.6% |
| Participation rate | 77.7% | 53.8%+23.8pp | 69.6%+8.1pp | 67.2%+10.5pp |
| Annual return | 17.14% | 15.65%+1.5pp | 9453.98%-9436.8pp | 1368.38%-1351.2pp |
| Employer contribution / active EE | $1,289 | $1,532-15.9% | $4,154-69.0% | $2,625-50.9% |
| Participant deferral / active EE | $5,760 | $2,797+105.9% | $4,167+38.2% | $4,348+32.5% |
| Admin fee / account holder | $70 | $2,636-97.3% | $7,679-99.1% | $1,944-96.4% |