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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $33,234 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,966 | $65,453-71.0% | $86,698-78.1% | $66,938-71.7% |
| Participation rate | 94.1% | 75.5%+18.7pp | 76.6%+17.5pp | 69.8%+24.3pp |
| Annual return | -15.42% | -10.89%-4.5pp | 35.95%-51.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,246 | $2,154-42.2% | $2,837-56.1% | $2,545-51.1% |
| Participant deferral / active EE | $1,056 | $4,102-74.2% | $4,656-77.3% | $4,238-75.1% |
| Admin fee / account holder | $28 | $642-95.6% | $7,493-99.6% | $594-95.2% |