Filed July 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $44,985 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,378 | $54,237-16.3% | $90,324-49.8% | $67,582-32.9% |
| Participation rate | 33.7% | 68.6%-34.9pp | 73.3%-39.6pp | 71.3%-37.6pp |
| Annual return | 25.43% | 37.27%-11.8pp | 78.15%-52.7pp | 378.57%-353.1pp |
| Employer contribution / active EE | $658 | $1,846-64.3% | $2,856-77.0% | $2,148-69.4% |
| Participant deferral / active EE | $1,789 | $2,625-31.9% | $3,885-54.0% | $3,539-49.5% |
| Admin fee / account holder | $45 | $123-63.6% | $5,356-99.2% | $142-68.4% |