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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $191,217 |
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 | $97,170 | $112,711-13.8% | $170,055-42.9% | $80,187+21.2% |
| Participation rate | 98.9% | 87.4%+11.6pp | 87.0%+11.9pp | 72.9%+26.0pp |
| Annual return | 20.58% | 67.06%-46.5pp | 53.43%-32.8pp | 40.40%-19.8pp |
| Employer contribution / active EE | $5,611 | $4,488+25.0% | $6,790-17.4% | $2,980+88.3% |
| Participant deferral / active EE | $8,421 | $7,861+7.1% | $10,410-19.1% | $5,016+67.9% |
| Admin fee / account holder | $20 | $99-80.1% | $12,828-99.8% | $145-86.3% |