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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $123,209 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,207 | $92,076-15.1% | $105,607-25.9% | $77,736+0.6% |
| Participation rate | 91.4% | 81.0%+10.4pp | 75.3%+16.1pp | 70.6%+20.8pp |
| Annual return | 15.00% | 17.84%-2.8pp | 116.11%-101.1pp | 31.26%-16.3pp |
| Employer contribution / active EE | $2,697 | $3,370-20.0% | $3,167-14.8% | $2,728-1.1% |
| Participant deferral / active EE | $4,425 | $5,390-17.9% | $5,011-11.7% | $4,651-4.9% |
| Admin fee / account holder | $46 | $219-79.1% | $10,958-99.6% | $433-89.4% |