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 | Direct payment from the plan; Custodi... | $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 | $88,137-27.8% | $164,975-61.4% | $74,429-14.5% |
| Participation rate | 73.5% | 73.1%+0.4pp | 78.6%-5.1pp | 67.2%+6.3pp |
| Annual return | 14.53% | 17.13%-2.6pp | 70.12%-55.6pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,886 | $2,597-27.4% | $4,343-56.6% | $2,625-28.1% |
| Participant deferral / active EE | $3,978 | $4,501-11.6% | $6,033-34.1% | $4,348-8.5% |
| Admin fee / account holder | $59 | $2,231-97.4% | $12,688-99.5% | $1,944-97.0% |