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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $51,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,880 | $22,714+58.0% | $59,496-39.7% | $55,191-35.0% |
| Participation rate | 56.6% | 37.5%+19.2pp | 54.6%+2.1pp | 69.2%-12.5pp |
| Annual return | 1.69% | -44.01%+45.7pp | 182.05%-180.4pp | 10.78%-9.1pp |
| Employer contribution / active EE | $1,145 | $418+173.9% | $1,153-0.7% | $1,899-39.7% |
| Participant deferral / active EE | $1,826 | $843+116.6% | $1,829-0.2% | $3,046-40.1% |
| Admin fee / account holder | $220 | $83+164.0% | $2,232-90.1% | $91+142.4% |