Filed June 5, 2024
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $37,665 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $51,851 | $89,739-42.2% | $149,721-65.4% | $62,293-16.8% |
| Participation rate | 90.3% | 85.1%+5.2pp | 87.1%+3.3pp | 69.5%+20.8pp |
| Annual return | 10.42% | 21.01%-10.6pp | 1501.67%-1491.2pp | 28.90%-18.5pp |
| Employer contribution / active EE | $1,859 | $3,233-42.5% | $5,444-65.9% | $2,042-9.0% |
| Participant deferral / active EE | $2,416 | $4,797-49.6% | $6,568-63.2% | $3,169-23.8% |
| Admin fee / account holder | $19 | $551-96.5% | $11,282-99.8% | $479-96.0% |