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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Custodial (... | $15,242 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,259 | $52,967-14.6% | $172,753-73.8% | $65,186-30.6% |
| Participation rate | 70.8% | 66.2%+4.6pp | 82.6%-11.9pp | 70.2%+0.6pp |
| Annual return | 6.42% | 30.12%-23.7pp | 803.00%-796.6pp | 29.39%-23.0pp |
| Employer contribution / active EE | $2,188 | $2,190-0.1% | $5,144-57.5% | $2,177+0.5% |
| Participant deferral / active EE | $2,362 | $2,471-4.4% | $5,198-54.6% | $3,514-32.8% |
| Admin fee / account holder | $21 | $472-95.6% | $13,956-99.9% | $847-97.6% |