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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $32,666 |
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 | $17,117 | $44,425-61.5% | $67,834-74.8% | $55,167-69.0% |
| Participation rate | 92.1% | 59.7%+32.4pp | 68.8%+23.3pp | 69.0%+23.1pp |
| Annual return | 7.75% | 17.80%-10.0pp | 138.47%-130.7pp | 169.23%-161.5pp |
| Employer contribution / active EE | $577 | $1,351-57.3% | $2,403-76.0% | $1,963-70.6% |
| Participant deferral / active EE | $3,686 | $2,166+70.2% | $3,160+16.7% | $3,054+20.7% |
| Admin fee / account holder | $110 | $530-79.3% | $4,622-97.6% | $504-78.3% |