Filed November 27, 2019
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $36,068 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,301 | $52,967-37.1% | $172,753-80.7% | $65,186-48.9% |
| Participation rate | 57.9% | 66.2%-8.3pp | 82.6%-24.7pp | 70.2%-12.3pp |
| Annual return | 20.19% | 30.12%-9.9pp | 803.00%-782.8pp | 29.39%-9.2pp |
| Employer contribution / active EE | $880 | $2,190-59.8% | $5,144-82.9% | $2,177-59.6% |
| Participant deferral / active EE | $1,804 | $2,471-27.0% | $5,198-65.3% | $3,514-48.7% |
| Admin fee / account holder | $241 | $472-49.0% | $13,956-98.3% | $847-71.6% |