Filed July 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $48,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,507 | $52,722-2.3% | $90,461-43.1% | $73,412-29.8% |
| Participation rate | 45.3% | 67.7%-22.5pp | 72.7%-27.4pp | 72.2%-26.9pp |
| Annual return | 24.68% | 20.70%+4.0pp | 1294.76%-1270.1pp | 59.30%-34.6pp |
| Employer contribution / active EE | $896 | $1,872-52.1% | $3,264-72.6% | $2,234-59.9% |
| Participant deferral / active EE | $2,352 | $2,810-16.3% | $3,964-40.7% | $3,806-38.2% |
| Admin fee / account holder | $18 | $117-84.3% | $5,617-99.7% | $158-88.3% |