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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $10,408 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,695 | $107,218-76.0% | $115,768-77.8% | $79,634-67.7% |
| Participation rate | 42.4% | 76.8%-34.4pp | 74.4%-32.0pp | 62.5%-20.1pp |
| Annual return | 13.71% | 15.41%-1.7pp | 100.46%-86.7pp | 36.46%-22.7pp |
| Employer contribution / active EE | $0 | $3,627-100.0% | $2,940-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $1,289 | $5,091-74.7% | $4,917-73.8% | $3,835-66.4% |
| Admin fee / account holder | $31 | $576-94.6% | $12,439-99.8% | $1,002-96.9% |