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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $43,478 |
Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $10,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,607 | $36,916-41.5% | $156,551-86.2% | $57,658-62.5% |
| Participation rate | 41.2% | 63.4%-22.2pp | 84.0%-42.8pp | 70.2%-29.0pp |
| Annual return | 7.28% | 12.38%-5.1pp | 32.23%-25.0pp | 5.13%+2.1pp |
| Employer contribution / active EE | $378 | $1,571-75.9% | $5,501-93.1% | $1,974-80.8% |
| Participant deferral / active EE | $1,094 | $1,926-43.2% | $4,871-77.5% | $3,061-64.2% |
| Admin fee / account holder | $185 | $82+124.6% | $13,028-98.6% | $95+96.0% |