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 GROUP11+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $95,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,194 | $131,799-58.1% | $200,582-72.5% | $85,563-35.5% |
| Participation rate | 45.4% | 87.9%-42.5pp | 86.9%-41.5pp | 66.0%-20.5pp |
| Annual return | 17.97% | 21.59%-3.6pp | 42.33%-24.4pp | 31.51%-13.5pp |
| Employer contribution / active EE | $3,075 | $4,532-32.1% | $6,419-52.1% | $2,654+15.9% |
| Participant deferral / active EE | $5,464 | $7,702-29.1% | $9,331-41.4% | $4,375+24.9% |
| Admin fee / account holder | $35 | $235-85.3% | $16,305-99.8% | $834-95.9% |