Filed July 22, 2026 (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 | Custodial (other than securities); Ot... | $89,183 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,737 | $79,694-69.0% | $96,161-74.3% | $79,393-68.8% |
| Participation rate | 98.1% | 54.0%+44.1pp | 68.4%+29.6pp | 70.7%+27.4pp |
| Annual return | 24.62% | 40.84%-16.2pp | 192.01%-167.4pp | 116.87%-92.3pp |
| Employer contribution / active EE | $4,245 | $1,443+194.1% | $2,798+51.7% | $2,428+74.9% |
| Participant deferral / active EE | $4,088 | $2,539+61.0% | $4,349-6.0% | $4,046+1.0% |
| Admin fee / account holder | $202 | $630-67.9% | $5,538-96.3% | $627-67.7% |