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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $85,091 |
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 | $93,707 | $78,562+19.3% | $105,608-11.3% | $74,429+25.9% |
| Participation rate | 77.7% | 72.8%+4.9pp | 75.3%+2.4pp | 67.2%+10.4pp |
| Annual return | 15.89% | 15.94%-0.1pp | 116.50%-100.6pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $2,064 | $2,521-18.1% | $3,167-34.8% | $2,625-21.4% |
| Participant deferral / active EE | $5,694 | $4,321+31.8% | $5,010+13.7% | $4,348+30.9% |
| Admin fee / account holder | $67 | $2,217-97.0% | $11,028-99.4% | $1,944-96.6% |