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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $62,834 |
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 | $34,764 | $89,652-61.2% | $141,191-75.4% | $65,185-46.7% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.5%+14.6pp | 70.2%+26.8pp |
| Annual return | 27.74% | 32.79%-5.1pp | 71.41%-43.7pp | 29.38%-1.6pp |
| Employer contribution / active EE | $3,856 | $3,065+25.8% | $4,736-18.6% | $2,177+77.2% |
| Participant deferral / active EE | $6,320 | $5,691+11.1% | $6,710-5.8% | $3,514+79.9% |
| Admin fee / account holder | $30 | $569-94.7% | $10,264-99.7% | $847-96.4% |