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 | Claims processing; Custodial (other t... | $59,789 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $31,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,937 | $50,982-21.7% | $154,803-74.2% | $85,563-53.3% |
| Participation rate | 90.1% | 59.8%+30.3pp | 78.1%+12.0pp | 66.0%+24.1pp |
| Annual return | 14.26% | 30.35%-16.1pp | 58.88%-44.6pp | 31.51%-17.3pp |
| Employer contribution / active EE | $1,281 | $1,708-25.0% | $4,305-70.2% | $2,654-51.7% |
| Participant deferral / active EE | $4,259 | $2,474+72.1% | $5,540-23.1% | $4,375-2.7% |
| Admin fee / account holder | $239 | $846-71.8% | $14,329-98.3% | $834-71.4% |