Filed July 7, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP11+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $59,789 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $31,730 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,937 | $46,464-14.0% | $150,298-73.4% | $79,634-49.8% |
| Participation rate | 90.1% | 57.0%+33.1pp | 77.8%+12.3pp | 62.5%+27.6pp |
| Annual return | 14.26% | 27.89%-13.6pp | 62.79%-48.5pp | 36.46%-22.2pp |
| Employer contribution / active EE | $1,281 | $1,512-15.2% | $4,154-69.2% | $2,529-49.3% |
| Participant deferral / active EE | $4,259 | $2,157+97.5% | $5,453-21.9% | $3,835+11.1% |
| Admin fee / account holder | $239 | $891-73.2% | $14,116-98.3% | $1,002-76.2% |