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 GROUP7+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $109,106 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,918 | $111,491-66.9% | $189,513-80.5% | $86,799-57.5% |
| Participation rate | 95.9% | 87.3%+8.6pp | 87.8%+8.1pp | 72.3%+23.6pp |
| Annual return | 16.31% | 83.50%-67.2pp | 555.15%-538.8pp | 97.91%-81.6pp |
| Employer contribution / active EE | $2,682 | $3,951-32.1% | $6,162-56.5% | $2,405+11.5% |
| Participant deferral / active EE | $4,933 | $6,437-23.4% | $8,221-40.0% | $4,131+19.4% |
| Admin fee / account holder | $25 | $189-86.8% | $12,045-99.8% | $170-85.3% |