Filed December 4, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $47,029 |
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 | $46,930 | $79,169-40.7% | $100,415-53.3% | $74,478-37.0% |
| Participation rate | 87.8% | 79.4%+8.4pp | 81.5%+6.2pp | 67.2%+20.5pp |
| Annual return | 16.72% | 20.51%-3.8pp | 49.47%-32.8pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $2,399 | $3,017-20.5% | $3,943-39.2% | $2,626-8.7% |
| Participant deferral / active EE | $4,992 | $7,751-35.6% | $8,091-38.3% | $4,350+14.7% |
| Admin fee / account holder | $21 | $1,337-98.4% | $7,906-99.7% | $1,946-98.9% |