Filed May 4, 2022
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $21,969 |
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 | $104,481 | $74,552+40.1% | $63,005+65.8% | $69,631+50.0% |
| Participation rate | 54.7% | 78.3%-23.5pp | 74.8%-20.1pp | 70.7%-15.9pp |
| Annual return | 16.79% | 15.77%+1.0pp | 87.59%-70.8pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $3,186 | $2,929+8.8% | $2,760+15.4% | $2,032+56.8% |
| Participant deferral / active EE | $4,421 | $2,974+48.6% | $3,329+32.8% | $3,224+37.1% |
| Admin fee / account holder | $7 | $59-88.0% | $3,599-99.8% | $110-93.5% |