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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,864 |
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 | $47,095 | $65,125-27.7% | $143,797-67.2% | $66,949-29.7% |
| Participation rate | 76.2% | 65.2%+11.0pp | 80.3%-4.1pp | 69.8%+6.4pp |
| Annual return | -15.53% | -11.13%-4.4pp | -0.04%-15.5pp | 1.57%-17.1pp |
| Employer contribution / active EE | $3,814 | $2,362+61.5% | $4,952-23.0% | $2,545+49.9% |
| Participant deferral / active EE | $2,905 | $2,920-0.5% | $5,638-48.5% | $4,239-31.5% |
| Admin fee / account holder | $18 | $503-96.4% | $14,679-99.9% | $594-97.0% |