Filed July 7, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $53,544 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $27,954 |
STANDARD RETIREMENT SERVICES10+ years Service code 19 | Securities Custodian | $2,717 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,576 | $50,815-33.9% | $155,509-78.4% | $77,643-56.8% |
| Participation rate | 92.4% | 63.1%+29.3pp | 78.2%+14.2pp | 70.6%+21.8pp |
| Annual return | 12.89% | 34.80%-21.9pp | 64.67%-51.8pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,356 | $1,993-32.0% | $4,672-71.0% | $2,726-50.3% |
| Participant deferral / active EE | $4,403 | $2,822+56.0% | $5,626-21.7% | $4,647-5.2% |
| Admin fee / account holder | $211 | $437-51.6% | $15,912-98.7% | $430-50.9% |