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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Claims proc... | $19,357 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,198 | $50,666-70.0% | $76,657-80.2% | $65,185-76.7% |
| Participation rate | 75.0% | 68.8%+6.2pp | 72.1%+2.9pp | 70.2%+4.8pp |
| Annual return | 35.75% | 28.51%+7.2pp | 1166.74%-1131.0pp | 29.38%+6.4pp |
| Employer contribution / active EE | $2,879 | $1,575+82.8% | $2,303+25.0% | $2,177+32.3% |
| Participant deferral / active EE | $3,251 | $2,647+22.8% | $3,335-2.5% | $3,514-7.5% |
| Admin fee / account holder | $106 | $463-77.2% | $6,423-98.4% | $847-87.5% |