Filed September 4, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $45,044 |
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 | $63,606 | $88,203-27.9% | $165,100-61.5% | $74,478-14.6% |
| Participation rate | 73.5% | 73.1%+0.3pp | 78.6%-5.2pp | 67.2%+6.2pp |
| Annual return | 14.53% | 17.13%-2.6pp | 70.21%-55.7pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $1,886 | $2,601-27.5% | $4,348-56.6% | $2,626-28.2% |
| Participant deferral / active EE | $3,978 | $4,505-11.7% | $6,035-34.1% | $4,350-8.6% |
| Admin fee / account holder | $59 | $2,235-97.4% | $12,696-99.5% | $1,946-97.0% |