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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $12,403 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,748 | $65,092-34.3% | $143,799-70.3% | $66,938-36.1% |
| Participation rate | 25.8% | 65.2%-39.4pp | 80.3%-54.5pp | 69.8%-44.0pp |
| Annual return | -15.38% | -11.14%-4.2pp | -0.04%-15.3pp | 1.58%-17.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,081 | $2,920-63.0% | $5,638-80.8% | $4,238-74.5% |
| Admin fee / account holder | $385 | $502-23.3% | $14,677-97.4% | $594-35.1% |