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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $58,806 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,545 | $59,456-18.4% | $93,669-48.2% | $74,429-34.8% |
| Participation rate | 94.9% | 59.6%+35.2pp | 68.7%+26.1pp | 67.2%+27.7pp |
| Annual return | 14.87% | 82.00%-67.1pp | 133.59%-118.7pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $956 | $1,266-24.5% | $2,424-60.6% | $2,625-63.6% |
| Participant deferral / active EE | $6,525 | $3,052+113.8% | $4,416+47.8% | $4,348+50.1% |
| Admin fee / account holder | $19 | $3,026-99.4% | $8,291-99.8% | $1,944-99.0% |