Filed February 16, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $73 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,557 | $56,540-90.2% | $185,849-97.0% | $86,821-93.6% |
| Participation rate | 32.5% | 65.5%-33.0pp | 81.7%-49.2pp | 72.3%-39.8pp |
| Annual return | 0.00% | 118.20%-118.2pp | 122.10%-122.1pp | 97.94%-97.9pp |
| Employer contribution / active EE | $524 | $1,844-71.6% | $5,169-89.9% | $2,406-78.2% |
| Participant deferral / active EE | $1,309 | $2,555-48.8% | $5,569-76.5% | $4,132-68.3% |
| Admin fee / account holder | $1 | $150-99.6% | $16,244-100.0% | $170-99.6% |