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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $18,385 |
TRUTINA FINANCIAL2 years Service code 27 · EIN 47-0995939 | Advisory (Plan) | $13,066 |
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 | $40,099 | $60,788-34.0% | $85,709-53.2% | $79,391-49.5% |
| Participation rate | 72.3% | 62.1%+10.2pp | 69.9%+2.4pp | 70.7%+1.6pp |
| Annual return | 13.68% | 16.57%-2.9pp | 21.49%-7.8pp | 116.88%-103.2pp |
| Employer contribution / active EE | $1,564 | $1,664-6.1% | $2,619-40.3% | $2,428-35.6% |
| Participant deferral / active EE | $2,288 | $2,920-21.6% | $3,924-41.7% | $4,046-43.4% |
| Admin fee / account holder | $223 | $439-49.2% | $6,876-96.8% | $627-64.4% |