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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Recordkeeping... | $60,838 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $34,372 | $55,446-38.0% | $155,574-77.9% | $74,429-53.8% |
| Participation rate | 62.5% | 61.9%+0.6pp | 78.2%-15.7pp | 67.2%-4.7pp |
| Annual return | 12.38% | 269.20%-256.8pp | 64.87%-52.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $2,324 | $2,266+2.5% | $4,676-50.3% | $2,625-11.5% |
| Participant deferral / active EE | $2,406 | $2,836-15.2% | $5,629-57.3% | $4,348-44.7% |
| Admin fee / account holder | $254 | $1,743-85.4% | $15,914-98.4% | $1,944-86.9% |