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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $46,064 |
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 | $135,549 | $60,504+124.0% | $81,882+65.5% | $74,478+82.0% |
| Participation rate | 94.0% | 62.9%+31.1pp | 72.4%+21.7pp | 67.2%+26.8pp |
| Annual return | 14.93% | 16.91%-2.0pp | 779.47%-764.5pp | 1370.56%-1355.6pp |
| Employer contribution / active EE | $3,553 | $2,627+35.3% | $2,916+21.9% | $2,626+35.3% |
| Participant deferral / active EE | $8,228 | $3,400+142.0% | $4,323+90.3% | $4,350+89.1% |
| Admin fee / account holder | $29 | $1,492-98.0% | $7,360-99.6% | $1,946-98.5% |