Filed July 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $78,669 |
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 | $51,474 | $62,928-18.2% | $172,755-70.2% | $67,579-23.8% |
| Participation rate | 87.5% | 64.5%+23.0pp | 82.6%+4.9pp | 71.3%+16.2pp |
| Annual return | 21.90% | 30.36%-8.5pp | 802.94%-781.0pp | 378.56%-356.7pp |
| Employer contribution / active EE | $1,472 | $1,636-10.0% | $5,144-71.4% | $2,148-31.4% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $19 | $167-88.6% | $13,955-99.9% | $142-86.7% |