Filed February 16, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $3,481 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,259 | $46,292-73.5% | $143,757-91.5% | $64,808-81.1% |
| Participation rate | 37.9% | 64.2%-26.3pp | 80.3%-42.4pp | 71.5%-33.5pp |
| Annual return | 22.10% | -10.05%+32.1pp | -0.04%+22.1pp | 32.82%-10.7pp |
| Employer contribution / active EE | $737 | $1,910-61.4% | $4,951-85.1% | $2,506-70.6% |
| Participant deferral / active EE | $2,225 | $2,646-15.9% | $5,637-60.5% | $4,310-48.4% |
| Admin fee / account holder | $24 | $154-84.7% | $14,673-99.8% | $188-87.5% |