Filed July 3, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Direct pay... | $50,136 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,872 | $36,916-11.0% | $156,551-79.0% | $57,658-43.0% |
| Participation rate | 33.6% | 63.4%-29.9pp | 84.0%-50.4pp | 70.2%-36.7pp |
| Annual return | 7.03% | 12.38%-5.3pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,765 | $1,926-8.3% | $4,871-63.8% | $3,061-42.3% |
| Admin fee / account holder | $212 | $82+156.4% | $13,028-98.4% | $95+123.8% |