Filed May 4, 2022
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Recordkeepi... | $24,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,458 | $67,166+77.9% | $57,347+108.3% | $55,191+116.4% |
| Participation rate | 35.3% | 77.7%-42.4pp | 75.1%-39.8pp | 69.2%-33.8pp |
| Annual return | 1.31% | 4.22%-2.9pp | 24.40%-23.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,493 | $2,812-11.3% | $2,689-7.3% | $1,899+31.3% |
| Participant deferral / active EE | $3,676 | $2,835+29.7% | $3,162+16.2% | $3,046+20.7% |
| Admin fee / account holder | $17 | $44-61.5% | $3,356-99.5% | $91-81.5% |