Filed April 20, 2022
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $69,920 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,301 | $50,815-16.8% | $155,509-72.8% | $77,643-45.5% |
| Participation rate | 99.4% | 63.1%+36.3pp | 78.2%+21.3pp | 70.6%+28.9pp |
| Annual return | 15.78% | 34.80%-19.0pp | 64.67%-48.9pp | 31.24%-15.5pp |
| Employer contribution / active EE | $2,132 | $1,993+7.0% | $4,672-54.4% | $2,726-21.8% |
| Participant deferral / active EE | $5,411 | $2,822+91.8% | $5,626-3.8% | $4,647+16.4% |
| Admin fee / account holder | $13 | $437-96.9% | $15,912-99.9% | $430-96.9% |