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 | Direct payment from the plan; Recordk... | $14,259 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,963 | $50,815-41.0% | $155,509-80.7% | $77,643-61.4% |
| Participation rate | 49.3% | 63.1%-13.8pp | 78.2%-28.9pp | 70.6%-21.3pp |
| Annual return | 15.21% | 34.80%-19.6pp | 64.67%-49.5pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,200 | $1,993-39.8% | $4,672-74.3% | $2,726-56.0% |
| Participant deferral / active EE | $3,471 | $2,822+23.0% | $5,626-38.3% | $4,647-25.3% |
| Admin fee / account holder | $64 | $437-85.4% | $15,912-99.6% | $430-85.1% |