Filed February 15, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $26,493 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,430 | $81,537-72.5% | $149,721-85.0% | $69,631-67.8% |
| Participation rate | 95.0% | 86.1%+8.9pp | 87.1%+7.9pp | 70.7%+24.3pp |
| Annual return | 16.61% | 22.79%-6.2pp | 1501.67%-1485.1pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $2,508 | $3,239-22.6% | $5,444-53.9% | $2,032+23.4% |
| Participant deferral / active EE | $2,843 | $4,994-43.1% | $6,568-56.7% | $3,224-11.8% |
| Admin fee / account holder | $57 | $107-46.5% | $11,282-99.5% | $110-48.2% |