Filed July 22, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $132,330 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,419 | $44,960+9.9% | $84,966-41.8% | $74,495-33.7% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 14.07% | 26.24%-12.2pp | 66.38%-52.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $5,796 | $1,457+297.7% | $2,727+112.5% | $2,623+121.0% |
| Participant deferral / active EE | $5,387 | $2,731+97.3% | $4,519+19.2% | $4,346+24.0% |
| Admin fee / account holder | $90 | $2,209-95.9% | $6,149-98.5% | $1,942-95.4% |