Filed September 12, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $53,566 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,146 | $53,216-49.0% | $155,534-82.5% | $199,960-86.4% |
| Participation rate | 99.7% | 64.1%+35.6pp | 78.2%+21.5pp | 72.0%+27.7pp |
| Annual return | 15.46% | 41.18%-25.7pp | 64.92%-49.5pp | 34.28%-18.8pp |
| Employer contribution / active EE | $1,563 | $1,848-15.4% | $4,675-66.6% | $3,036-48.5% |
| Participant deferral / active EE | $4,511 | $3,164+42.6% | $5,630-19.9% | $5,087-11.3% |
| Admin fee / account holder | $25 | $186-86.4% | $15,900-99.8% | $269-90.6% |