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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $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 | $78,483+76.7% | $106,201+30.5% | $74,546+86.0% |
| Participation rate | 99.4% | 72.8%+26.6pp | 75.3%+24.1pp | 67.2%+32.2pp |
| Annual return | 15.52% | 15.94%-0.4pp | 116.26%-100.7pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $3,387 | $2,522+34.3% | $3,170+6.9% | $2,624+29.1% |
| Participant deferral / active EE | $7,826 | $4,320+81.1% | $5,012+56.1% | $4,347+80.0% |
| Admin fee / account holder | $49 | $2,236-97.8% | $11,039-99.6% | $1,944-97.5% |