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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,521 |
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 | $56,152 | $61,356-8.5% | $149,696-62.5% | $71,511-21.5% |
| Participation rate | 81.3% | 62.5%+18.8pp | 78.8%+2.5pp | 67.9%+13.4pp |
| Annual return | 13.43% | 35.86%-22.4pp | 134.46%-121.0pp | 28.86%-15.4pp |
| Employer contribution / active EE | $4,514 | $2,382+89.6% | $4,821-6.4% | $2,589+74.4% |
| Participant deferral / active EE | $3,489 | $2,920+19.5% | $5,682-38.6% | $4,291-18.7% |
| Admin fee / account holder | $19 | $1,263-98.5% | $13,212-99.9% | $1,588-98.8% |