Filed October 17, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $24,205 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,864 | $163,960-76.3% | $117,498-66.9% | - |
| Participation rate | 89.9% | 66.2%+23.7pp | 70.6%+19.3pp | - |
| Annual return | -10.60% | -11.87%+1.3pp | 29.75%-40.4pp | - |
| Employer contribution / active EE | $1,331 | $2,306-42.3% | $4,178-68.1% | - |
| Participant deferral / active EE | $3,219 | $3,979-19.1% | $4,071-20.9% | - |
| Admin fee / account holder | $7 | $34,394-100.0% | $5,646-99.9% | - |