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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $78,662 |
MORNINGSTAR1+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $104,855 | $82,188+27.6% | $125,391-16.4% | $64,824+61.8% |
| Participation rate | 98.7% | 77.9%+20.8pp | 82.4%+16.4pp | 71.5%+27.3pp |
| Annual return | -9.31% | 3.50%-12.8pp | 572.41%-581.7pp | 32.84%-42.2pp |
| Employer contribution / active EE | $7,915 | $3,617+118.8% | $4,816+64.4% | $2,507+215.7% |
| Participant deferral / active EE | $9,592 | $7,177+33.7% | $7,448+28.8% | $4,311+122.5% |
| Admin fee / account holder | $122 | $163-25.3% | $10,009-98.8% | $188-35.1% |