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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $100,330 |
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 | $97,987 | $51,226+91.3% | $82,744+18.4% | $66,938+46.4% |
| Participation rate | 96.8% | 67.9%+28.9pp | 72.6%+24.2pp | 69.8%+27.0pp |
| Annual return | -19.38% | -9.61%-9.8pp | 702.22%-721.6pp | 1.58%-21.0pp |
| Employer contribution / active EE | $3,085 | $2,612+18.1% | $3,008+2.6% | $2,545+21.2% |
| Participant deferral / active EE | $7,115 | $3,460+105.6% | $4,395+61.9% | $4,238+67.9% |
| Admin fee / account holder | $32 | $416-92.3% | $5,325-99.4% | $594-94.6% |