Filed October 21, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $222,204 |
Employer 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.
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 | $30,909 | $95,776-67.7% | $162,185-80.9% | $77,775-60.3% |
| Participation rate | 97.2% | 88.6%+8.6pp | 87.6%+9.6pp | 73.2%+24.0pp |
| Annual return | 27.04% | 37.03%-10.0pp | 115.61%-88.6pp | 32.58%-5.5pp |
| Employer contribution / active EE | $1,252 | $3,874-67.7% | $5,613-77.7% | $2,504-50.0% |
| Participant deferral / active EE | $3,657 | $6,125-40.3% | $7,297-49.9% | $3,966-7.8% |
| Admin fee / account holder | $39 | $88-56.0% | $10,844-99.6% | $100-61.5% |