Filed October 21, 2025 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $57,906 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,226 | $68,413-64.6% | $123,105-80.3% | $55,191-56.1% |
| Participation rate | 95.4% | 84.5%+10.9pp | 86.8%+8.7pp | 69.2%+26.3pp |
| Annual return | 0.72% | 6.30%-5.6pp | 13.22%-12.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $1,105 | $3,050-63.8% | $5,151-78.6% | $1,899-41.8% |
| Participant deferral / active EE | $2,913 | $4,490-35.1% | $6,229-53.2% | $3,046-4.4% |
| Admin fee / account holder | $19 | $88-78.1% | $9,014-99.8% | $91-78.9% |