Filed October 21, 2025 (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 | Direct payment from the plan; Custodi... | $150,080 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $25,410 | $81,537-68.8% | $149,721-83.0% | $69,631-63.5% |
| Participation rate | 94.8% | 86.1%+8.7pp | 87.1%+7.8pp | 70.7%+24.2pp |
| Annual return | 21.00% | 22.79%-1.8pp | 1501.67%-1480.7pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $1,119 | $3,239-65.5% | $5,444-79.5% | $2,032-44.9% |
| Participant deferral / active EE | $2,849 | $4,994-43.0% | $6,568-56.6% | $3,224-11.6% |
| Admin fee / account holder | $33 | $107-69.1% | $11,282-99.7% | $110-70.1% |