Filed January 14, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP FINANCAL GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $385,197 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,430 | $53,254+17.2% | $155,574-59.9% | $199,921-68.8% |
| Participation rate | 42.0% | 64.1%-22.2pp | 78.2%-36.2pp | 72.0%-30.0pp |
| Annual return | 16.77% | 41.18%-24.4pp | 64.87%-48.1pp | 34.28%-17.5pp |
| Employer contribution / active EE | $1,350 | $1,848-27.0% | $4,676-71.1% | $3,035-55.5% |
| Participant deferral / active EE | $2,796 | $3,165-11.7% | $5,629-50.3% | $5,089-45.1% |
| Admin fee / account holder | $41 | $186-77.9% | $15,914-99.7% | $269-84.8% |