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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $27,624 |
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.
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 | $17,903 | $62,928-71.5% | $172,752-89.6% | $67,579-73.5% |
| Participation rate | 50.0% | 64.5%-14.5pp | 82.6%-32.6pp | 71.3%-21.3pp |
| Annual return | 5.40% | 30.36%-25.0pp | 802.97%-797.6pp | 378.56%-373.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,052 | $2,145-51.0% | $5,198-79.8% | $3,539-70.3% |
| Admin fee / account holder | $38 | $167-77.4% | $13,955-99.7% | $142-73.5% |