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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $51,797 |
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 | $27,661 | $73,102-62.2% | $123,553-77.6% | $56,289-50.9% |
| Participation rate | 96.3% | 74.3%+21.9pp | 82.3%+14.0pp | 69.9%+26.4pp |
| Annual return | -1.72% | 3.01%-4.7pp | 119.21%-120.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $4,429 | $2,977+48.8% | $4,628-4.3% | $2,111+109.8% |
| Participant deferral / active EE | $4,976 | $5,423-8.2% | $6,426-22.6% | $3,350+48.5% |
| Admin fee / account holder | $20 | $554-96.4% | $9,284-99.8% | $521-96.2% |