Filed June 1, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $70,081 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,024 | $70,667-27.8% | $123,105-58.6% | $52,331-2.5% |
| Participation rate | 98.5% | 83.7%+14.8pp | 86.8%+11.7pp | 68.1%+30.4pp |
| Annual return | -0.40% | 6.23%-6.6pp | 13.22%-13.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $3,959 | $2,946+34.4% | $5,151-23.1% | $1,882+110.4% |
| Participant deferral / active EE | $2,064 | $4,493-54.1% | $6,229-66.9% | $3,022-31.7% |
| Admin fee / account holder | $72 | $506-85.8% | $9,014-99.2% | $592-87.8% |