Filed December 22, 2016 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $57,021 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,565 | $89,808+98.8% | $100,383+77.9% | $77,671+129.9% |
| Participation rate | 97.9% | 81.2%+16.7pp | 81.5%+16.4pp | 70.6%+27.3pp |
| Annual return | 13.29% | 20.62%-7.3pp | 49.26%-36.0pp | 31.21%-17.9pp |
| Employer contribution / active EE | $4,131 | $3,039+35.9% | $3,944+4.7% | $2,726+51.5% |
| Participant deferral / active EE | $10,644 | $8,284+28.5% | $8,086+31.6% | $4,648+129.0% |
| Admin fee / account holder | $24 | $174-86.1% | $7,900-99.7% | $430-94.4% |