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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Filed as: STANDCORP FINANCIAL GROUP Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $86,015 |
Service code 27 · EIN 04-3630395 | Advisory (Plan) | $53,477 |
STANCORP FINANCIAL GROUP6+ years Filed as: STANCORP FINANCIAL GORUP Service code 19 | Securities Custodian | $5,109 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,415 | $100,801-73.8% | $149,730-82.4% | $73,412-64.0% |
| Participation rate | 53.9% | 77.7%-23.8pp | 82.5%-28.6pp | 72.2%-18.2pp |
| Annual return | 10.88% | 265.34%-254.5pp | 276.70%-265.8pp | 59.30%-48.4pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,645-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,940 | $6,404-38.5% | $6,843-42.4% | $3,806+3.5% |
| Admin fee / account holder | $259 | $181+43.1% | $9,310-97.2% | $158+63.9% |