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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $61,865 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $34,066 |
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 | $69,202 | $50,919+35.9% | $155,556-55.5% | $77,762-11.0% |
| Participation rate | 85.2% | 63.1%+22.1pp | 78.2%+7.0pp | 70.6%+14.6pp |
| Annual return | 38.99% | 34.84%+4.2pp | 64.84%-25.9pp | 31.27%+7.7pp |
| Employer contribution / active EE | $2,052 | $1,991+3.0% | $4,675-56.1% | $2,728-24.8% |
| Participant deferral / active EE | $4,525 | $2,824+60.2% | $5,631-19.6% | $4,651-2.7% |
| Admin fee / account holder | $146 | $437-66.6% | $15,885-99.1% | $433-66.3% |