Filed May 17, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $88,988 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $1,412 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $110,103 | $130,294-15.5% | $170,057-35.3% | $71,529+53.9% |
| Participation rate | 71.1% | 86.2%-15.0pp | 87.0%-15.9pp | 67.9%+3.2pp |
| Annual return | 14.81% | 20.36%-5.6pp | 53.42%-38.6pp | 28.97%-14.2pp |
| Employer contribution / active EE | $5,068 | $4,385+15.6% | $6,790-25.4% | $2,590+95.7% |
| Participant deferral / active EE | $4,165 | $6,928-39.9% | $10,411-60.0% | $4,291-2.9% |
| Admin fee / account holder | $285 | $966-70.5% | $12,826-97.8% | $1,588-82.0% |