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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $196,267 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,723 | $118,337-18.3% | $189,534-49.0% | $93,010+4.0% |
| Participation rate | 99.7% | 89.1%+10.6pp | 87.8%+11.9pp | 73.9%+25.8pp |
| Annual return | 16.11% | 21.77%-5.7pp | 555.39%-539.3pp | 158.70%-142.6pp |
| Employer contribution / active EE | $5,310 | $4,204+26.3% | $6,162-13.8% | $2,705+96.3% |
| Participant deferral / active EE | $8,068 | $7,123+13.3% | $8,220-1.9% | $4,561+76.9% |
| Admin fee / account holder | $33 | $100-66.5% | $12,049-99.7% | $152-78.0% |