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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $28,979 |
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 | $62,367 | $55,446+12.5% | $155,574-59.9% | $74,429-16.2% |
| Participation rate | 76.4% | 61.9%+14.5pp | 78.2%-1.8pp | 67.2%+9.2pp |
| Annual return | 13.33% | 269.20%-255.9pp | 64.87%-51.5pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $3,636 | $2,266+60.4% | $4,676-22.2% | $2,625+38.5% |
| Participant deferral / active EE | $4,126 | $2,836+45.5% | $5,629-26.7% | $4,348-5.1% |
| Admin fee / account holder | $30 | $1,743-98.3% | $15,914-99.8% | $1,944-98.4% |