Filed December 2, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,916 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,110 | $79,523-62.1% | $140,019-78.5% | $56,287-46.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -2.41% | 2.39%-4.8pp | 651.15%-653.6pp | -9.96%+7.6pp |
| Employer contribution / active EE | $2,126 | $3,350-36.5% | $5,605-62.1% | $2,111+0.7% |
| Participant deferral / active EE | $2,688 | $5,129-47.6% | $6,927-61.2% | $3,350-19.8% |
| Admin fee / account holder | $85 | $614-86.2% | $10,705-99.2% | $521-83.8% |