Filed February 16, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $14,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,963 | $50,919-41.2% | $155,556-80.7% | $77,762-61.5% |
| Participation rate | 49.3% | 63.1%-13.8pp | 78.2%-28.9pp | 70.6%-21.3pp |
| Annual return | 15.21% | 34.84%-19.6pp | 64.84%-49.6pp | 31.27%-16.1pp |
| Employer contribution / active EE | $1,200 | $1,991-39.8% | $4,675-74.3% | $2,728-56.0% |
| Participant deferral / active EE | $3,471 | $2,824+22.9% | $5,631-38.4% | $4,651-25.4% |
| Admin fee / account holder | $64 | $437-85.4% | $15,885-99.6% | $433-85.2% |