Filed March 1, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $36,892 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,599 |
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 | $112,582 | $89,739+25.5% | $149,718-24.8% | $62,292+80.7% |
| Participation rate | 85.1% | 85.1%0pp | 87.1%-2.0pp | 69.5%+15.6pp |
| Annual return | 18.16% | 21.01%-2.8pp | 1501.63%-1483.5pp | 28.90%-10.7pp |
| Employer contribution / active EE | $2,371 | $3,233-26.7% | $5,445-56.5% | $2,042+16.1% |
| Participant deferral / active EE | $3,052 | $4,797-36.4% | $6,569-53.5% | $3,169-3.7% |
| Admin fee / account holder | $127 | $551-77.0% | $11,283-98.9% | $479-73.6% |