Filed December 26, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $103,347 |
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 | $26,261 | $50,919-48.4% | $155,556-83.1% | $77,762-66.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.31% | 34.84%-20.5pp | 64.84%-50.5pp | 31.27%-17.0pp |
| Employer contribution / active EE | $1,665 | $1,991-16.4% | $4,675-64.4% | $2,728-39.0% |
| Participant deferral / active EE | $4,703 | $2,824+66.5% | $5,631-16.5% | $4,651+1.1% |
| Admin fee / account holder | $42 | $437-90.4% | $15,885-99.7% | $433-90.3% |