Filed March 29, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $46,718 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,411 | $47,105+204.4% | $68,368+109.8% | $67,986+110.9% |
| Participation rate | 100.0% | 51.8%+48.2pp | 73.8%+26.2pp | 57.2%+42.8pp |
| Annual return | 23.57% | 48.37%-24.8pp | 292.57%-269.0pp | 31.67%-8.1pp |
| Employer contribution / active EE | $10,616 | $1,859+471.2% | $2,649+300.8% | $2,019+425.9% |
| Participant deferral / active EE | $8,302 | $2,374+249.7% | $4,123+101.4% | $3,358+147.2% |
| Admin fee / account holder | $7 | $2,435-99.7% | $5,150-99.9% | $3,203-99.8% |