Filed February 11, 2019 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $108,856 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,576 | $46,332-23.2% | $143,797-75.3% | $64,824-45.1% |
| Participation rate | 90.8% | 64.2%+26.5pp | 80.3%+10.4pp | 71.5%+19.3pp |
| Annual return | -15.60% | -10.05%-5.5pp | -0.04%-15.6pp | 32.84%-48.4pp |
| Employer contribution / active EE | $2,969 | $1,911+55.4% | $4,952-40.0% | $2,507+18.4% |
| Participant deferral / active EE | $5,907 | $2,647+123.1% | $5,638+4.8% | $4,311+37.0% |
| Admin fee / account holder | $34 | $154-77.7% | $14,679-99.8% | $188-81.8% |