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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $46,849 |
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 | $34,006 | $61,166-44.4% | $185,837-81.7% | $79,393-57.2% |
| Participation rate | 91.9% | 66.6%+25.3pp | 81.7%+10.2pp | 70.7%+21.2pp |
| Annual return | 11.40% | 19.45%-8.0pp | 122.08%-110.7pp | 116.87%-105.5pp |
| Employer contribution / active EE | $1,366 | $2,321-41.1% | $5,168-73.6% | $2,428-43.7% |
| Participant deferral / active EE | $2,771 | $2,789-0.6% | $5,568-50.2% | $4,046-31.5% |
| Admin fee / account holder | $179 | $710-74.7% | $16,241-98.9% | $627-71.4% |