Filed December 18, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $162,151 |
STANCORP FINANCIAL GROUP6+ years Filed as: STANCORP FINANCIAL Service code 19 | Securities Custodian | $6,819 |
PROVIDENCE FINANCIAL, LLC6+ years Service code 10 · EIN 27-0275591 | Accounting | $5,685 |
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 | $87,273 | $61,473+42.0% | $81,926+6.5% | $73,412+18.9% |
| Participation rate | 99.4% | 72.4%+27.0pp | 72.0%+27.4pp | 72.2%+27.2pp |
| Annual return | 17.46% | 28.26%-10.8pp | 29.49%-12.0pp | 59.30%-41.8pp |
| Employer contribution / active EE | $4,576 | $1,898+141.2% | $4,310+6.2% | $2,234+104.9% |
| Participant deferral / active EE | $4,244 | $3,080+37.8% | $7,108-40.3% | $3,806+11.5% |
| Admin fee / account holder | $178 | $125+41.8% | $5,159-96.5% | $158+12.7% |