Filed December 4, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $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 | $79,045-40.6% | $100,378-53.2% | $74,429-36.9% |
| Participation rate | 87.8% | 79.4%+8.3pp | 81.5%+6.2pp | 67.2%+20.5pp |
| Annual return | 16.72% | 20.61%-3.9pp | 49.41%-32.7pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $2,399 | $3,015-20.5% | $3,942-39.2% | $2,625-8.6% |
| Participant deferral / active EE | $4,992 | $7,751-35.6% | $8,087-38.3% | $4,348+14.8% |
| Admin fee / account holder | $21 | $1,335-98.4% | $7,899-99.7% | $1,944-98.9% |