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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $34,204 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,589 | $43,749-41.5% | $158,223-83.8% | $65,306-60.8% |
| Participation rate | 68.4% | 56.9%+11.5pp | 79.2%-10.8pp | 57.7%+10.7pp |
| Annual return | 9.91% | 19.41%-9.5pp | 52.09%-42.2pp | 21.94%-12.0pp |
| Employer contribution / active EE | $1,254 | $1,497-16.2% | $4,109-69.5% | $1,967-36.2% |
| Participant deferral / active EE | $1,149 | $2,019-43.1% | $5,467-79.0% | $2,959-61.2% |
| Admin fee / account holder | $431 | $1,930-77.7% | $16,047-97.3% | $3,480-87.6% |