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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $65,615 |
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 | $25,422 | $83,090-69.4% | $130,062-80.5% | $71,529-64.5% |
| Participation rate | 92.8% | 74.1%+18.6pp | 78.5%+14.3pp | 67.9%+24.8pp |
| Annual return | 21.65% | 20.61%+1.0pp | -137.37%+159.0pp | 28.97%-7.3pp |
| Employer contribution / active EE | $1,752 | $2,624-33.2% | $4,322-59.5% | $2,590-32.3% |
| Participant deferral / active EE | $3,591 | $4,436-19.0% | $5,821-38.3% | $4,291-16.3% |
| Admin fee / account holder | $61 | $1,727-96.4% | $10,601-99.4% | $1,588-96.1% |