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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $59,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,670 | $50,982+17.0% | $154,803-61.5% | $85,563-30.3% |
| Participation rate | 26.3% | 59.8%-33.5pp | 78.1%-51.7pp | 66.0%-39.6pp |
| Annual return | 14.10% | 30.35%-16.3pp | 58.88%-44.8pp | 31.51%-17.4pp |
| Employer contribution / active EE | $452 | $1,708-73.5% | $4,305-89.5% | $2,654-83.0% |
| Participant deferral / active EE | $1,885 | $2,474-23.8% | $5,540-66.0% | $4,375-56.9% |
| Admin fee / account holder | $432 | $846-49.0% | $14,329-97.0% | $834-48.2% |