Filed June 1, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $63,538 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,724 | $74,089-43.7% | $133,980-68.9% | $55,167-24.4% |
| Participation rate | 83.2% | 84.3%-1.1pp | 87.1%-3.9pp | 69.0%+14.2pp |
| Annual return | 5.03% | 12.11%-7.1pp | 29.30%-24.3pp | 169.23%-164.2pp |
| Employer contribution / active EE | $2,915 | $3,064-4.8% | $5,211-44.1% | $1,963+48.5% |
| Participant deferral / active EE | $1,555 | $4,678-66.8% | $6,282-75.3% | $3,054-49.1% |
| Admin fee / account holder | $42 | $458-90.9% | $9,324-99.6% | $504-91.7% |