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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $22,584 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,910 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,580 | $45,152+51.9% | $73,836-7.1% | $59,633+15.0% |
| Participation rate | 72.9% | 64.0%+8.9pp | 73.4%-0.5pp | 68.7%+4.2pp |
| Annual return | 0.47% | 27.40%-26.9pp | 2268.06%-2267.6pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $2,823 | $1,901+48.5% | $2,787+1.3% | $2,203+28.1% |
| Participant deferral / active EE | $4,752 | $2,573+84.7% | $3,583+32.6% | $3,192+48.9% |
| Admin fee / account holder | $268 | $3,515-92.4% | $4,882-94.5% | $4,297-93.8% |