Filed August 17, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $8,880 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,499 | $45,602-30.9% | $117,533-73.2% | $66,938-52.9% |
| Participation rate | 83.0% | 57.6%+25.4pp | 70.6%+12.4pp | 69.8%+13.2pp |
| Annual return | -14.43% | -16.74%+2.3pp | 29.77%-44.2pp | 1.58%-16.0pp |
| Employer contribution / active EE | $1,145 | $1,579-27.5% | $4,179-72.6% | $2,545-55.0% |
| Participant deferral / active EE | $4,709 | $2,845+65.5% | $4,072+15.6% | $4,238+11.1% |
| Admin fee / account holder | $62 | $661-90.6% | $5,647-98.9% | $594-89.5% |