Filed January 29, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $59,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,030 | $65,908-5.9% | $81,812-24.2% | $77,643-20.1% |
| Participation rate | 39.0% | 65.8%-26.8pp | 72.3%-33.4pp | 70.6%-31.6pp |
| Annual return | 14.91% | 26.64%-11.7pp | 773.79%-758.9pp | 31.24%-16.3pp |
| Employer contribution / active EE | $1,658 | $2,370-30.1% | $2,912-43.1% | $2,726-39.2% |
| Participant deferral / active EE | $2,308 | $3,505-34.2% | $4,319-46.6% | $4,647-50.3% |
| Admin fee / account holder | $14 | $526-97.4% | $7,386-99.8% | $430-96.8% |