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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $55,217 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,942 | $52,967-52.9% | $172,753-85.6% | $65,186-61.7% |
| Participation rate | 97.3% | 66.2%+31.1pp | 82.6%+14.7pp | 70.2%+27.1pp |
| Annual return | 22.27% | 30.12%-7.9pp | 803.00%-780.7pp | 29.39%-7.1pp |
| Employer contribution / active EE | $2,560 | $2,190+16.9% | $5,144-50.2% | $2,177+17.6% |
| Participant deferral / active EE | $3,627 | $2,471+46.8% | $5,198-30.2% | $3,514+3.2% |
| Admin fee / account holder | $39 | $472-91.8% | $13,956-99.7% | $847-95.5% |