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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $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 | $50,820+36.2% | $155,567-55.5% | $77,671-10.9% |
| Participation rate | 85.2% | 63.1%+22.1pp | 78.2%+7.0pp | 70.6%+14.6pp |
| Annual return | 38.99% | 34.85%+4.1pp | 64.74%-25.7pp | 31.21%+7.8pp |
| Employer contribution / active EE | $2,052 | $1,993+3.0% | $4,674-56.1% | $2,726-24.7% |
| Participant deferral / active EE | $4,525 | $2,823+60.3% | $5,628-19.6% | $4,648-2.6% |
| Admin fee / account holder | $146 | $436-66.6% | $15,916-99.1% | $430-66.1% |