Filed August 10, 2021
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $17,166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,947 | $88,122-62.6% | $141,197-76.7% | $67,582-51.2% |
| Participation rate | 7.6% | 76.5%-68.9pp | 82.5%-74.9pp | 71.3%-63.7pp |
| Annual return | 21.46% | 75.40%-53.9pp | 71.41%-49.9pp | 378.57%-357.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $672 | $5,958-88.7% | $6,710-90.0% | $3,539-81.0% |
| Admin fee / account holder | $113 | $131-13.3% | $10,265-98.9% | $142-20.3% |