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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $26,883 |
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 | $43,323 | $50,385-14.0% | $75,501-42.6% | $62,293-30.5% |
| Participation rate | 78.9% | 67.7%+11.2pp | 72.4%+6.6pp | 69.5%+9.4pp |
| Annual return | 15.99% | 19.90%-3.9pp | 27.35%-11.4pp | 28.90%-12.9pp |
| Employer contribution / active EE | $760 | $1,537-50.5% | $2,352-67.7% | $2,042-62.8% |
| Participant deferral / active EE | $2,025 | $2,445-17.2% | $3,142-35.6% | $3,169-36.1% |
| Admin fee / account holder | $153 | $384-60.2% | $5,801-97.4% | $479-68.1% |