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 GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $56,939 |
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 | $37,569 | $89,739-58.1% | $149,721-74.9% | $62,293-39.7% |
| Participation rate | 88.8% | 85.1%+3.7pp | 87.1%+1.7pp | 69.5%+19.3pp |
| Annual return | 18.82% | 21.01%-2.2pp | 1501.67%-1482.8pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,302 | $3,233-59.7% | $5,444-76.1% | $2,042-36.2% |
| Participant deferral / active EE | $3,114 | $4,797-35.1% | $6,568-52.6% | $3,169-1.7% |
| Admin fee / account holder | $30 | $551-94.6% | $11,282-99.7% | $479-93.7% |