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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $31,524 |
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 | $19,009 | $80,992-76.5% | $96,534-80.3% | $75,173-74.7% |
| Participation rate | 95.7% | 71.8%+23.9pp | 76.0%+19.7pp | 67.2%+28.5pp |
| Annual return | 14.32% | 27.05%-12.7pp | 25.88%-11.6pp | 160.72%-146.4pp |
| Employer contribution / active EE | $2,032 | $2,283-11.0% | $2,965-31.5% | $2,671-23.9% |
| Participant deferral / active EE | $1,814 | $3,929-53.8% | $4,851-62.6% | $4,126-56.0% |
| Admin fee / account holder | $31 | $6,717-99.5% | $8,253-99.6% | $5,651-99.4% |