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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 | $54,558-57.5% | $76,051-69.5% | $74,400-68.8% |
| Participation rate | 92.6% | 60.3%+32.3pp | 69.1%+23.5pp | 67.2%+25.4pp |
| Annual return | 11.90% | 31.83%-19.9pp | 360.42%-348.5pp | 1367.51%-1355.6pp |
| Employer contribution / active EE | $1,647 | $1,778-7.4% | $2,690-38.8% | $2,624-37.2% |
| Participant deferral / active EE | $4,775 | $3,065+55.8% | $4,257+12.2% | $4,348+9.8% |
| Admin fee / account holder | $48 | $2,232-97.8% | $6,416-99.2% | $1,944-97.5% |