Filed May 17, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $85,539 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 27 · EIN 36-4291971 | Advisory (Plan) | $8,516 |
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 | $87,791 | $102,661-14.5% | $151,645-42.1% | $66,949+31.1% |
| Participation rate | 70.9% | 85.5%-14.6pp | 87.5%-16.5pp | 69.8%+1.1pp |
| Annual return | -16.03% | -10.81%-5.2pp | 3.34%-19.4pp | 1.57%-17.6pp |
| Employer contribution / active EE | $8,165 | $4,184+95.1% | $6,165+32.4% | $2,545+220.8% |
| Participant deferral / active EE | $3,959 | $6,645-40.4% | $8,363-52.7% | $4,239-6.6% |
| Admin fee / account holder | $289 | $630-54.2% | $11,614-97.5% | $594-51.3% |