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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $52,187 |
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 | $27,083 | $65,092-58.4% | $143,799-81.2% | $66,938-59.5% |
| Participation rate | 88.8% | 65.2%+23.6pp | 80.3%+8.5pp | 69.8%+19.0pp |
| Annual return | -13.19% | -11.14%-2.1pp | -0.04%-13.1pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,271 | $2,362-46.2% | $4,952-74.3% | $2,545-50.1% |
| Participant deferral / active EE | $2,936 | $2,920+0.5% | $5,638-47.9% | $4,238-30.7% |
| Admin fee / account holder | $172 | $502-65.8% | $14,677-98.8% | $594-71.0% |