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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $46,045 |
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 | $40,680 | $46,325-12.2% | $143,788-71.7% | $64,814-37.2% |
| Participation rate | 60.3% | 64.2%-3.9pp | 80.3%-20.0pp | 71.5%-11.1pp |
| Annual return | -15.87% | -10.05%-5.8pp | -0.03%-15.8pp | 32.84%-48.7pp |
| Employer contribution / active EE | $1,019 | $1,911-46.7% | $4,952-79.4% | $2,507-59.3% |
| Participant deferral / active EE | $3,722 | $2,647+40.6% | $5,638-34.0% | $4,310-13.7% |
| Admin fee / account holder | $156 | $154+1.1% | $14,675-98.9% | $188-17.2% |