Filed September 15, 2026 (most recent of 4 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... | $67,408 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,858 | $121,341-40.8% | $189,513-62.1% | $79,386-9.5% |
| Participation rate | 75.4% | 86.1%-10.7pp | 87.8%-12.4pp | 70.7%+4.7pp |
| Annual return | 16.47% | 21.08%-4.6pp | 555.15%-538.7pp | 116.85%-100.4pp |
| Employer contribution / active EE | $2,283 | $3,915-41.7% | $6,162-63.0% | $2,427-6.0% |
| Participant deferral / active EE | $3,051 | $6,395-52.3% | $8,221-62.9% | $4,046-24.6% |
| Admin fee / account holder | $115 | $651-82.3% | $12,045-99.0% | $626-81.6% |