Filed May 17, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $111,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $143,213 | $128,603+11.4% | $197,124-27.3% | $67,986+110.7% |
| Participation rate | 71.1% | 81.7%-10.6pp | 86.7%-15.6pp | 57.2%+13.9pp |
| Annual return | 16.50% | 23.77%-7.3pp | 44.34%-27.8pp | 31.67%-15.2pp |
| Employer contribution / active EE | $4,822 | $4,379+10.1% | $6,227-22.6% | $2,019+138.9% |
| Participant deferral / active EE | $4,346 | $6,840-36.5% | $9,135-52.4% | $3,358+29.4% |
| Admin fee / account holder | $334 | $3,035-89.0% | $16,298-97.9% | $3,203-89.6% |