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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $27,170 |
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.)
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 | $35,706 | $55,453-35.6% | $170,435-79.1% | $62,293-42.7% |
| Participation rate | 24.4% | 66.4%-42.0pp | 83.6%-59.2pp | 69.5%-45.2pp |
| Annual return | 17.81% | 21.38%-3.6pp | 205.94%-188.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,431 | $2,303-37.9% | $4,939-71.0% | $3,169-54.9% |
| Admin fee / account holder | $312 | $455-31.5% | $13,881-97.8% | $479-35.0% |