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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Sub-transfer agenc... | $31,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,210 | $46,173-10.7% | $170,442-75.8% | $69,631-40.8% |
| Participation rate | 54.9% | 63.9%-9.0pp | 83.6%-28.7pp | 70.7%-15.8pp |
| Annual return | 5.58% | 21.62%-16.0pp | 205.93%-200.3pp | 27571.02%-27565.4pp |
| Employer contribution / active EE | $1,048 | $1,610-34.9% | $5,433-80.7% | $2,032-48.4% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $33 | $116-71.6% | $13,880-99.8% | $110-70.2% |