Filed March 12, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $57,329 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,456 | $37,117-61.1% | $147,614-90.2% | $55,191-73.8% |
| Participation rate | 96.4% | 63.6%+32.8pp | 84.6%+11.7pp | 69.2%+27.2pp |
| Annual return | -1.38% | 3.44%-4.8pp | 61.98%-63.4pp | 10.78%-12.2pp |
| Employer contribution / active EE | $2,508 | $1,620+54.8% | $5,564-54.9% | $1,899+32.1% |
| Participant deferral / active EE | $1,112 | $1,985-44.0% | $4,895-77.3% | $3,046-63.5% |
| Admin fee / account holder | $9 | $86-89.1% | $11,611-99.9% | $91-89.7% |