Filed December 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $52,184 |
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 | $66,270 | $50,902+30.2% | $155,534-57.4% | $77,736-14.7% |
| Participation rate | 81.7% | 63.1%+18.6pp | 78.2%+3.5pp | 70.6%+11.1pp |
| Annual return | 15.23% | 34.85%-19.6pp | 64.92%-49.7pp | 31.26%-16.0pp |
| Employer contribution / active EE | $2,966 | $1,991+49.0% | $4,675-36.5% | $2,728+8.7% |
| Participant deferral / active EE | $3,373 | $2,824+19.5% | $5,630-40.1% | $4,651-27.5% |
| Admin fee / account holder | $15 | $437-96.7% | $15,900-99.9% | $433-96.6% |