Filed August 17, 2022 (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... | $6,509 |
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 | $33,644 | $53,774-37.4% | $134,162-74.9% | $79,852-57.9% |
| Participation rate | 88.0% | 58.8%+29.2pp | 72.2%+15.8pp | 69.6%+18.3pp |
| Annual return | 18.76% | 19.01%-0.2pp | 36.35%-17.6pp | 31.72%-13.0pp |
| Employer contribution / active EE | $1,380 | $1,322+4.4% | $3,705-62.8% | $2,471-44.2% |
| Participant deferral / active EE | $5,469 | $2,420+126.0% | $3,500+56.3% | $3,740+46.2% |
| Admin fee / account holder | $50 | $3,985-98.7% | $6,685-99.2% | $5,306-99.0% |