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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $36,711 |
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.
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 | $66,481 | $99,957-33.5% | $149,745-55.6% | $73,497-9.5% |
| Participation rate | 61.7% | 75.7%-14.0pp | 82.5%-20.8pp | 70.7%-9.0pp |
| Annual return | -9.12% | 53.87%-63.0pp | 276.72%-285.8pp | 28.51%-37.6pp |
| Employer contribution / active EE | $2,982 | $3,191-6.5% | $4,646-35.8% | $2,270+31.4% |
| Participant deferral / active EE | $8,372 | $6,073+37.9% | $6,843+22.3% | $3,740+123.8% |
| Admin fee / account holder | $12 | $551-97.7% | $9,312-99.9% | $513-97.6% |