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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $45,535 |
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 | $30,311 | $61,356-50.6% | $149,696-79.8% | $71,511-57.6% |
| Participation rate | 86.2% | 62.5%+23.7pp | 78.8%+7.4pp | 67.9%+18.3pp |
| Annual return | 13.19% | 35.86%-22.7pp | 134.46%-121.3pp | 28.86%-15.7pp |
| Employer contribution / active EE | $1,445 | $2,382-39.3% | $4,821-70.0% | $2,589-44.2% |
| Participant deferral / active EE | $3,464 | $2,920+18.7% | $5,682-39.0% | $4,291-19.3% |
| Admin fee / account holder | $178 | $1,263-85.9% | $13,212-98.7% | $1,588-88.8% |