Filed February 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $128,800 |
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 | $47,628 | $50,919-6.5% | $155,556-69.4% | $77,762-38.8% |
| Participation rate | 93.2% | 63.1%+30.1pp | 78.2%+15.0pp | 70.6%+22.6pp |
| Annual return | 14.75% | 34.84%-20.1pp | 64.84%-50.1pp | 31.27%-16.5pp |
| Employer contribution / active EE | $3,721 | $1,991+86.8% | $4,675-20.4% | $2,728+36.4% |
| Participant deferral / active EE | $6,539 | $2,824+131.5% | $5,631+16.1% | $4,651+40.6% |
| Admin fee / account holder | $49 | $437-88.7% | $15,885-99.7% | $433-88.6% |