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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 | $45,343-43.6% | $150,298-83.0% | $67,986-62.4% |
| Participation rate | 68.4% | 51.9%+16.6pp | 77.8%-9.3pp | 57.2%+11.2pp |
| Annual return | 9.91% | 33.28%-23.4pp | 62.79%-52.9pp | 31.67%-21.8pp |
| Employer contribution / active EE | $1,254 | $1,462-14.2% | $4,154-69.8% | $2,019-37.9% |
| Participant deferral / active EE | $1,149 | $2,055-44.1% | $5,453-78.9% | $3,358-65.8% |
| Admin fee / account holder | $431 | $2,250-80.8% | $14,116-96.9% | $3,203-86.5% |