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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $53,787 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,434 | $46,464-6.5% | $150,298-71.1% | $79,634-45.5% |
| Participation rate | 85.8% | 57.0%+28.8pp | 77.8%+8.0pp | 62.5%+23.3pp |
| Annual return | 9.64% | 27.89%-18.2pp | 62.79%-53.1pp | 36.46%-26.8pp |
| Employer contribution / active EE | $400 | $1,512-73.6% | $4,154-90.4% | $2,529-84.2% |
| Participant deferral / active EE | $5,255 | $2,157+143.6% | $5,453-3.6% | $3,835+37.0% |
| Admin fee / account holder | $121 | $891-86.5% | $14,116-99.1% | $1,002-88.0% |