Filed August 17, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $8,181 |
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 | $19,026 | $63,156-69.9% | $122,354-84.5% | $62,293-69.5% |
| Participation rate | 84.6% | 60.0%+24.6pp | 71.6%+13.0pp | 69.5%+15.1pp |
| Annual return | 17.72% | 20.61%-2.9pp | 30.28%-12.6pp | 28.90%-11.2pp |
| Employer contribution / active EE | $1,101 | $1,385-20.5% | $4,051-72.8% | $2,042-46.1% |
| Participant deferral / active EE | $3,271 | $2,321+40.9% | $3,287-0.5% | $3,169+3.2% |
| Admin fee / account holder | $60 | $440-86.4% | $5,479-98.9% | $479-87.5% |