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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $2,854,490 |
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 | $57,762 | $54,590+5.8% | $81,926-29.5% | $73,493-21.4% |
| Participation rate | 86.5% | 68.3%+18.2pp | 72.0%+14.5pp | 70.7%+15.8pp |
| Annual return | 17.70% | 17.74%0pp | 29.49%-11.8pp | 28.51%-10.8pp |
| Employer contribution / active EE | $905 | $1,636-44.7% | $4,310-79.0% | $2,270-60.1% |
| Participant deferral / active EE | $2,977 | $2,759+7.9% | $7,108-58.1% | $3,740-20.4% |
| Admin fee / account holder | $191 | $592-67.7% | $5,159-96.3% | $513-62.7% |