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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $57,646 |
Service code 27 · EIN 04-3630395 | Advisory (Plan) | $44,551 |
STANCORP FINANCIAL GROUP5+ years Filed as: STANCORP FINANCIAL GORUP Service code 16 | Consulting | $2,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $17,261 | $88,122-80.4% | $141,191-87.8% | $67,579-74.5% |
| Participation rate | 69.2% | 76.5%-7.2pp | 82.5%-13.2pp | 71.3%-2.0pp |
| Annual return | 33.59% | 75.40%-41.8pp | 71.41%-37.8pp | 378.56%-345.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,633 | $5,958-39.0% | $6,710-45.9% | $3,539+2.6% |
| Admin fee / account holder | $122 | $131-6.9% | $10,264-98.8% | $142-14.4% |