Filed August 17, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $7,579 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,975 | $48,432-21.6% | $121,204-68.7% | $71,511-46.9% |
| Participation rate | 80.9% | 54.3%+26.5pp | 69.5%+11.3pp | 67.9%+12.9pp |
| Annual return | 17.88% | 23.28%-5.4pp | 987.18%-969.3pp | 28.86%-11.0pp |
| Employer contribution / active EE | $1,193 | $1,493-20.1% | $4,170-71.4% | $2,589-53.9% |
| Participant deferral / active EE | $5,108 | $2,756+85.3% | $4,083+25.1% | $4,291+19.1% |
| Admin fee / account holder | $51 | $1,845-97.3% | $5,651-99.1% | $1,588-96.8% |