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 GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $106,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,267 | $86,897-59.4% | $151,645-76.7% | $64,824-45.6% |
| Participation rate | 96.3% | 87.3%+9.1pp | 87.5%+8.8pp | 71.5%+24.8pp |
| Annual return | -15.09% | -3.57%-11.5pp | 3.34%-18.4pp | 32.84%-47.9pp |
| Employer contribution / active EE | $2,598 | $4,010-35.2% | $6,165-57.9% | $2,507+3.6% |
| Participant deferral / active EE | $4,635 | $6,690-30.7% | $8,363-44.6% | $4,311+7.5% |
| Admin fee / account holder | $33 | $153-78.6% | $11,614-99.7% | $188-82.6% |