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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $46,988 |
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 | $8,015 | $37,117-78.4% | $147,617-94.6% | $55,191-85.5% |
| Participation rate | 85.1% | 63.6%+21.5pp | 84.6%+0.5pp | 69.2%+15.9pp |
| Annual return | -1.93% | 3.44%-5.4pp | 61.98%-63.9pp | 10.78%-12.7pp |
| Employer contribution / active EE | $683 | $1,620-57.9% | $5,564-87.7% | $1,899-64.0% |
| Participant deferral / active EE | $1,349 | $1,985-32.1% | $4,895-72.4% | $3,046-55.7% |
| Admin fee / account holder | $14 | $86-83.6% | $11,612-99.9% | $91-84.5% |