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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $60,571 |
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 | $48,262 | $80,763-40.2% | $102,412-52.9% | $74,459-35.2% |
| Participation rate | 75.2% | 65.7%+9.5pp | 74.5%+0.7pp | 67.2%+8.0pp |
| Annual return | 12.83% | 27.57%-14.7pp | 24.94%-12.1pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $1,502 | $3,160-52.5% | $3,870-61.2% | $2,626-42.8% |
| Participant deferral / active EE | $3,336 | $3,862-13.6% | $5,060-34.1% | $4,350-23.3% |
| Admin fee / account holder | $65 | $2,371-97.2% | $8,388-99.2% | $1,945-96.6% |