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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,905 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,579 |
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 | $34,846 | $75,183-53.7% | $123,894-71.9% | $55,167-36.8% |
| Participation rate | 81.2% | 72.8%+8.3pp | 81.4%-0.2pp | 69.0%+12.2pp |
| Annual return | 10.49% | 19.01%-8.5pp | 47.52%-37.0pp | 169.23%-158.7pp |
| Employer contribution / active EE | $2,586 | $2,823-8.4% | $4,617-44.0% | $1,963+31.8% |
| Participant deferral / active EE | $6,663 | $5,084+31.0% | $5,984+11.3% | $3,054+118.2% |
| Admin fee / account holder | $39 | $663-94.2% | $8,357-99.5% | $504-92.3% |