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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $39,326 |
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 | $23,178 | $54,679-57.6% | $76,119-69.5% | $74,459-68.9% |
| Participation rate | 92.6% | 60.3%+32.2pp | 69.1%+23.5pp | 67.2%+25.3pp |
| Annual return | 11.90% | 31.90%-20.0pp | 361.25%-349.3pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $1,647 | $1,781-7.6% | $2,693-38.8% | $2,626-37.3% |
| Participant deferral / active EE | $4,775 | $3,072+55.4% | $4,259+12.1% | $4,350+9.8% |
| Admin fee / account holder | $48 | $2,238-97.8% | $6,421-99.2% | $1,945-97.5% |