Filed June 2, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $49,787 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,365 | $81,537-16.2% | $149,718-54.3% | $69,631-1.8% |
| Participation rate | 93.5% | 86.1%+7.3pp | 87.1%+6.4pp | 70.7%+22.8pp |
| Annual return | 14.11% | 22.79%-8.7pp | 1501.63%-1487.5pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $2,025 | $3,239-37.5% | $5,445-62.8% | $2,032-0.3% |
| Participant deferral / active EE | $2,943 | $4,994-41.1% | $6,569-55.2% | $3,224-8.7% |
| Admin fee / account holder | $18 | $107-82.7% | $11,283-99.8% | $110-83.3% |