Filed December 2, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $30,393 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,252 | $89,739-48.5% | $149,718-69.1% | $62,292-25.7% |
| Participation rate | 98.3% | 85.1%+13.2pp | 87.1%+11.2pp | 69.5%+28.8pp |
| Annual return | 18.79% | 21.01%-2.2pp | 1501.63%-1482.8pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,472 | $3,233-23.5% | $5,445-54.6% | $2,042+21.1% |
| Participant deferral / active EE | $3,630 | $4,797-24.3% | $6,569-44.7% | $3,169+14.5% |
| Admin fee / account holder | $48 | $551-91.3% | $11,283-99.6% | $479-90.0% |