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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $57,038 |
Annual investment return is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,993 | $37,196-78.5% | $154,108-94.8% | $55,725-85.7% |
| Participation rate | 92.3% | 64.1%+28.2pp | 83.0%+9.3pp | 70.9%+21.5pp |
| Annual return | -9.14% | 1319.68%-1328.8pp | 735.21%-744.3pp | 244.93%-254.1pp |
| Employer contribution / active EE | $1,473 | $1,614-8.8% | $5,298-72.2% | $2,078-29.1% |
| Participant deferral / active EE | $2,130 | $2,068+3.0% | $5,081-58.1% | $3,356-36.5% |
| Admin fee / account holder | $59 | $102-41.6% | $13,411-99.6% | $115-48.5% |