Filed March 6, 2024 (most recent of 4 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $112,278 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,547 | $129,227-64.8% | $184,256-75.3% | $77,762-41.4% |
| Participation rate | 97.4% | 87.4%+10.0pp | 86.8%+10.6pp | 70.6%+26.8pp |
| Annual return | 15.95% | 33.24%-17.3pp | 28.85%-12.9pp | 31.27%-15.3pp |
| Employer contribution / active EE | $3,100 | $4,412-29.7% | $6,427-51.8% | $2,728+13.6% |
| Participant deferral / active EE | $5,253 | $7,307-28.1% | $9,133-42.5% | $4,651+13.0% |
| Admin fee / account holder | $35 | $256-86.5% | $13,899-99.8% | $433-92.0% |