Filed February 10, 2016 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $31,720 |
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 | $55,981 | $98,982-43.4% | $162,185-65.5% | $65,186-14.1% |
| Participation rate | 72.6% | 85.8%-13.1pp | 87.6%-14.9pp | 70.2%+2.4pp |
| Annual return | 18.40% | 24.84%-6.4pp | 115.61%-97.2pp | 29.39%-11.0pp |
| Employer contribution / active EE | $1,395 | $3,467-59.8% | $5,613-75.2% | $2,177-35.9% |
| Participant deferral / active EE | $2,662 | $5,384-50.6% | $7,297-63.5% | $3,514-24.3% |
| Admin fee / account holder | $32 | $596-94.7% | $10,844-99.7% | $847-96.3% |