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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,194 | $130,224-57.6% | $197,124-72.0% | $79,634-30.7% |
| Participation rate | 45.4% | 87.8%-42.4pp | 86.7%-41.3pp | 62.5%-17.1pp |
| Annual return | 17.97% | 23.65%-5.7pp | 44.34%-26.4pp | 36.46%-18.5pp |
| Employer contribution / active EE | $3,075 | $4,314-28.7% | $6,227-50.6% | $2,529+21.6% |
| Participant deferral / active EE | $5,464 | $7,378-25.9% | $9,135-40.2% | $3,835+42.5% |
| Admin fee / account holder | $35 | $254-86.4% | $16,298-99.8% | $1,002-96.5% |