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 | Recordkeeping and information managem... | $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 | $90,064+98.3% | $100,415+77.8% | $77,762+129.6% |
| Participation rate | 97.9% | 81.3%+16.6pp | 81.5%+16.4pp | 70.6%+27.3pp |
| Annual return | 13.29% | 20.61%-7.3pp | 49.47%-36.2pp | 31.27%-18.0pp |
| Employer contribution / active EE | $4,131 | $3,043+35.7% | $3,943+4.8% | $2,728+51.4% |
| Participant deferral / active EE | $10,644 | $8,282+28.5% | $8,091+31.5% | $4,651+128.9% |
| Admin fee / account holder | $24 | $172-85.9% | $7,906-99.7% | $433-94.4% |