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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $87,364 |
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 | $34,498 | $61,172-43.6% | $185,851-81.4% | $79,389-56.5% |
| Participation rate | 98.2% | 66.6%+31.6pp | 81.7%+16.5pp | 70.7%+27.5pp |
| Annual return | 14.66% | 19.45%-4.8pp | 122.11%-107.4pp | 116.89%-102.2pp |
| Employer contribution / active EE | $2,706 | $2,321+16.6% | $5,168-47.6% | $2,428+11.5% |
| Participant deferral / active EE | $3,852 | $2,788+38.2% | $5,569-30.8% | $4,046-4.8% |
| Admin fee / account holder | $39 | $710-94.6% | $16,245-99.8% | $626-93.8% |