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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $8,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,089 | $58,895-26.8% | $178,503-75.9% | $73,497-41.4% |
| Participation rate | 29.3% | 66.2%-36.9pp | 81.9%-52.6pp | 70.7%-41.4pp |
| Annual return | 12.46% | 24.86%-12.4pp | 151.12%-138.7pp | 28.51%-16.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,355 | $2,567-47.2% | $5,202-74.0% | $3,740-63.8% |
| Admin fee / account holder | $274 | $400-31.6% | $13,987-98.0% | $513-46.6% |