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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $67,187 |
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 | $24,181 | $61,166-60.5% | $185,849-87.0% | $79,391-69.5% |
| Participation rate | 88.1% | 66.6%+21.5pp | 81.7%+6.4pp | 70.7%+17.4pp |
| Annual return | 17.34% | 19.45%-2.1pp | 122.10%-104.8pp | 116.88%-99.5pp |
| Employer contribution / active EE | $3,012 | $2,321+29.8% | $5,169-41.7% | $2,428+24.1% |
| Participant deferral / active EE | $6,717 | $2,789+140.9% | $5,569+20.6% | $4,046+66.0% |
| Admin fee / account holder | $123 | $710-82.7% | $16,244-99.2% | $627-80.4% |