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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $75,488 |
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 | $23,139 | $89,465-74.1% | $165,100-86.0% | $77,762-70.2% |
| Participation rate | 94.7% | 78.6%+16.1pp | 78.6%+16.1pp | 70.6%+24.1pp |
| Annual return | 16.44% | 28.86%-12.4pp | 70.21%-53.8pp | 31.27%-14.8pp |
| Employer contribution / active EE | $1,685 | $2,565-34.3% | $4,348-61.2% | $2,728-38.2% |
| Participant deferral / active EE | $3,481 | $4,904-29.0% | $6,035-42.3% | $4,651-25.2% |
| Admin fee / account holder | $66 | $340-80.5% | $12,696-99.5% | $433-84.7% |