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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $14,333 |
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 | $68,207 | $43,496+56.8% | $161,489-57.8% | $64,340+6.0% |
| Participation rate | 87.0% | 53.5%+33.5pp | 78.7%+8.3pp | 55.2%+31.7pp |
| Annual return | 11.41% | 20.76%-9.4pp | 89.72%-78.3pp | 24.14%-12.7pp |
| Employer contribution / active EE | $6,709 | $1,431+368.9% | $4,268+57.2% | $1,862+260.4% |
| Participant deferral / active EE | $4,403 | $1,996+120.6% | $5,630-21.8% | $2,980+47.7% |
| Admin fee / account holder | $34 | $2,330-98.5% | $16,006-99.8% | $3,703-99.1% |