Filed March 6, 2024 (most recent of 4 filings on file)
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $85,365 |
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 | $37,107 | $111,608-66.8% | $177,848-79.1% | $73,412-49.5% |
| Participation rate | 95.2% | 87.9%+7.3pp | 87.7%+7.5pp | 72.2%+23.0pp |
| Annual return | 19.18% | 18.23%+1.0pp | 48.33%-29.1pp | 59.30%-40.1pp |
| Employer contribution / active EE | $2,785 | $3,796-26.6% | $5,919-52.9% | $2,234+24.7% |
| Participant deferral / active EE | $4,551 | $6,199-26.6% | $7,714-41.0% | $3,806+19.6% |
| Admin fee / account holder | $27 | $166-83.7% | $12,431-99.8% | $158-82.9% |