Filed August 18, 2021 (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 | Claims processing; Recordkeeping and ... | $45,703 |
Filed as: RAYMOND JAMES AND ASSOCIATES, INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $24,513 |
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 | $64,144 | $89,225-28.1% | $135,987-52.8% | $74,429-13.8% |
| Participation rate | 93.6% | 69.4%+24.2pp | 76.4%+17.2pp | 67.2%+26.4pp |
| Annual return | 18.48% | 22.76%-4.3pp | 580.01%-561.5pp | 1368.38%-1349.9pp |
| Employer contribution / active EE | $4,368 | $2,816+55.1% | $4,214+3.7% | $2,625+66.4% |
| Participant deferral / active EE | $9,893 | $4,597+115.2% | $7,027+40.8% | $4,348+127.5% |
| Admin fee / account holder | $179 | $1,545-88.4% | $6,716-97.3% | $1,944-90.8% |