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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,606 | $88,083-27.8% | $164,813-61.4% | $74,495-14.6% |
| Participation rate | 73.5% | 73.0%+0.4pp | 78.6%-5.1pp | 67.2%+6.3pp |
| Annual return | 14.53% | 17.26%-2.7pp | 69.93%-55.4pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,886 | $2,593-27.3% | $4,341-56.5% | $2,623-28.1% |
| Participant deferral / active EE | $3,978 | $4,498-11.6% | $6,031-34.0% | $4,346-8.5% |
| Admin fee / account holder | $59 | $2,234-97.4% | $12,690-99.5% | $1,942-97.0% |