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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $39,267 |
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 | $30,579 | $55,182-44.6% | $73,309-58.3% | $55,191-44.6% |
| Participation rate | 90.9% | 73.9%+16.9pp | 74.9%+16.0pp | 69.2%+21.7pp |
| Annual return | 3.93% | 8.55%-4.6pp | 5.67%-1.7pp | 10.78%-6.9pp |
| Employer contribution / active EE | $2,022 | $1,935+4.5% | $3,237-37.5% | $1,899+6.5% |
| Participant deferral / active EE | $8,425 | $4,641+81.5% | $4,991+68.8% | $3,046+176.5% |
| Admin fee / account holder | $62 | $68-9.9% | $5,635-98.9% | $91-32.0% |