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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Other fees; Custod... | $80,833 |
Service code 27 · EIN 27-1667654 | Advisory (Plan) | $35,354 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $32,721 |
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 | $47,235 | $62,928-24.9% | $172,755-72.7% | $67,579-30.1% |
| Participation rate | 95.4% | 64.5%+30.9pp | 82.6%+12.7pp | 71.3%+24.1pp |
| Annual return | 22.55% | 30.36%-7.8pp | 802.94%-780.4pp | 378.56%-356.0pp |
| Employer contribution / active EE | $2,435 | $1,636+48.8% | $5,144-52.7% | $2,148+13.4% |
| Participant deferral / active EE | $5,270 | $2,145+145.7% | $5,198+1.4% | $3,539+48.9% |
| Admin fee / account holder | $153 | $167-8.3% | $13,955-98.9% | $142+7.4% |