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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $63,832 |
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 | $58,591 | $185,342-68.4% | $111,308-47.4% | $86,821-32.5% |
| Participation rate | 75.6% | 81.0%-5.3pp | 77.3%-1.7pp | 72.3%+3.3pp |
| Annual return | 17.91% | 500.80%-482.9pp | 54.67%-36.8pp | 97.94%-80.0pp |
| Employer contribution / active EE | $2,266 | $2,246+0.9% | $2,732-17.1% | $2,406-5.8% |
| Participant deferral / active EE | $4,703 | $4,458+5.5% | $4,487+4.8% | $4,132+13.8% |
| Admin fee / account holder | $16 | $255-93.8% | $7,965-99.8% | $170-90.6% |