Filed March 6, 2024 (most recent of 4 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $56,602 |
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 | $32,698 | $74,089-55.9% | $133,975-75.6% | $55,167-40.7% |
| Participation rate | 84.7% | 84.3%+0.4pp | 87.1%-2.3pp | 69.0%+15.7pp |
| Annual return | 10.96% | 12.11%-1.2pp | 29.29%-18.3pp | 169.23%-158.3pp |
| Employer contribution / active EE | $1,357 | $3,064-55.7% | $5,211-74.0% | $1,963-30.9% |
| Participant deferral / active EE | $2,970 | $4,678-36.5% | $6,282-52.7% | $3,054-2.7% |
| Admin fee / account holder | $53 | $458-88.4% | $9,324-99.4% | $504-89.5% |