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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $15,908 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,324 | $77,677-77.7% | $109,173-84.1% | $79,391-78.2% |
| Participation rate | 87.9% | 67.8%+20.1pp | 75.9%+12.0pp | 70.7%+17.2pp |
| Annual return | 30.64% | 23.44%+7.2pp | 25.75%+4.9pp | 116.88%-86.2pp |
| Employer contribution / active EE | $1,991 | $2,798-28.8% | $3,723-46.5% | $2,428-18.0% |
| Participant deferral / active EE | $4,164 | $3,517+18.4% | $4,654-10.5% | $4,046+2.9% |
| Admin fee / account holder | $44 | $732-94.0% | $6,755-99.3% | $627-92.9% |