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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $22,687 |
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.
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 | $41,665 | $38,595+8.0% | $80,004-47.9% | $52,331-20.4% |
| Participation rate | 42.5% | 64.5%-22.0pp | 73.0%-30.5pp | 68.1%-25.6pp |
| Annual return | -1.93% | 2.04%-4.0pp | 7.63%-9.6pp | 4.54%-6.5pp |
| Employer contribution / active EE | $332 | $1,133-70.7% | $2,473-86.6% | $1,882-82.4% |
| Participant deferral / active EE | $1,771 | $2,318-23.6% | $3,204-44.7% | $3,022-41.4% |
| Admin fee / account holder | $262 | $304-14.0% | $5,033-94.8% | $592-55.8% |