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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $12,095 |
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 | $176,025 | $62,166+183.2% | $81,286+116.5% | $74,429+136.5% |
| Participation rate | 93.4% | 64.1%+29.3pp | 69.5%+23.9pp | 67.2%+26.2pp |
| Annual return | 15.11% | 16.50%-1.4pp | 24.80%-9.7pp | 1368.38%-1353.3pp |
| Employer contribution / active EE | $7,045 | $1,881+274.6% | $2,463+186.1% | $2,625+168.4% |
| Participant deferral / active EE | $9,457 | $3,223+193.4% | $3,883+143.6% | $4,348+117.5% |
| Admin fee / account holder | $4 | $1,925-99.8% | $5,764-99.9% | $1,944-99.8% |