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 GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $75,329 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,928 | $88,515-58.3% | $162,185-77.2% | $67,582-45.4% |
| Participation rate | 90.5% | 86.8%+3.7pp | 87.6%+2.9pp | 71.3%+19.2pp |
| Annual return | 25.04% | 27.04%-2.0pp | 115.61%-90.6pp | 378.57%-353.5pp |
| Employer contribution / active EE | $1,520 | $3,563-57.3% | $5,613-72.9% | $2,148-29.2% |
| Participant deferral / active EE | $3,461 | $5,724-39.5% | $7,297-52.6% | $3,539-2.2% |
| Admin fee / account holder | $36 | $124-70.6% | $10,844-99.7% | $142-74.5% |