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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $11,381 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $52,720 | $61,166-13.8% | $185,849-71.6% | $79,391-33.6% |
| Participation rate | 28.6% | 66.6%-38.1pp | 81.7%-53.1pp | 70.7%-42.1pp |
| Annual return | 20.35% | 19.45%+0.9pp | 122.10%-101.7pp | 116.88%-96.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,169-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,526 | $2,789-45.3% | $5,569-72.6% | $4,046-62.3% |
| Admin fee / account holder | $361 | $710-49.1% | $16,244-97.8% | $627-42.4% |