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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $34,296 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,115 | $65,092-79.9% | $143,799-90.9% | $66,938-80.4% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -19.75% | -11.14%-8.6pp | -0.04%-19.7pp | 1.58%-21.3pp |
| Employer contribution / active EE | $2,143 | $2,362-9.2% | $4,952-56.7% | $2,545-15.8% |
| Participant deferral / active EE | $3,693 | $2,920+26.5% | $5,638-34.5% | $4,238-12.9% |
| Admin fee / account holder | $114 | $502-77.3% | $14,677-99.2% | $594-80.8% |