Filed September 13, 2026
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $48,450 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301707 | Advisory (Plan) | $27,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,551 | $58,290-61.3% | $98,442-77.1% | $86,799-74.0% |
| Participation rate | 56.7% | 68.3%-11.6pp | 73.3%-16.6pp | 72.3%-15.5pp |
| Annual return | 11.19% | 43.48%-32.3pp | 1492.73%-1481.5pp | 97.91%-86.7pp |
| Employer contribution / active EE | $450 | $2,008-77.6% | $2,960-84.8% | $2,405-81.3% |
| Participant deferral / active EE | $1,201 | $3,152-61.9% | $4,276-71.9% | $4,131-70.9% |
| Admin fee / account holder | $122 | $138-11.7% | $5,949-98.0% | $170-28.3% |