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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $22,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,161 | $37,196-56.6% | $154,108-89.5% | $55,725-71.0% |
| Participation rate | 52.5% | 64.1%-11.6pp | 83.0%-30.6pp | 70.9%-18.4pp |
| Annual return | 4.74% | 1319.68%-1314.9pp | 735.21%-730.5pp | 244.93%-240.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $982 | $2,068-52.5% | $5,081-80.7% | $3,356-70.7% |
| Admin fee / account holder | $30 | $102-70.9% | $13,411-99.8% | $115-74.3% |