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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,349 |
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 | $61,275 | $62,164-1.4% | $81,482-24.8% | $74,400-17.6% |
| Participation rate | 72.8% | 64.1%+8.7pp | 69.5%+3.3pp | 67.2%+5.6pp |
| Annual return | 13.22% | 16.50%-3.3pp | 24.79%-11.6pp | 1367.51%-1354.3pp |
| Employer contribution / active EE | $801 | $1,884-57.5% | $2,463-67.5% | $2,624-69.5% |
| Participant deferral / active EE | $2,917 | $3,230-9.7% | $3,885-24.9% | $4,348-32.9% |
| Admin fee / account holder | $230 | $1,923-88.0% | $5,761-96.0% | $1,944-88.1% |