Filed February 11, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $122,384 |
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 | $41,986 | $47,180-11.0% | $149,723-72.0% | $74,473-43.6% |
| Participation rate | 91.1% | 63.4%+27.6pp | 78.8%+12.3pp | 70.7%+20.3pp |
| Annual return | 24.13% | 22.75%+1.4pp | 134.50%-110.4pp | 34.36%-10.2pp |
| Employer contribution / active EE | $3,215 | $1,907+68.6% | $4,821-33.3% | $2,638+21.8% |
| Participant deferral / active EE | $5,486 | $2,730+100.9% | $5,682-3.5% | $4,530+21.1% |
| Admin fee / account holder | $44 | $343-87.1% | $13,215-99.7% | $347-87.2% |