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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $89,191 |
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 | $138,640 | $78,562+76.5% | $105,608+31.3% | $74,429+86.3% |
| Participation rate | 99.4% | 72.8%+26.6pp | 75.3%+24.1pp | 67.2%+32.2pp |
| Annual return | 15.52% | 15.94%-0.4pp | 116.50%-101.0pp | 1368.38%-1352.9pp |
| Employer contribution / active EE | $3,387 | $2,521+34.3% | $3,167+7.0% | $2,625+29.0% |
| Participant deferral / active EE | $7,826 | $4,321+81.1% | $5,010+56.2% | $4,348+80.0% |
| Admin fee / account holder | $49 | $2,217-97.8% | $11,028-99.6% | $1,944-97.5% |