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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Claims proces... | $25,593 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,015 | $47,977-62.5% | $154,111-88.3% | $56,287-68.0% |
| Participation rate | 48.1% | 66.2%-18.0pp | 83.0%-34.9pp | 69.9%-21.7pp |
| Annual return | 7.72% | 3.54%+4.2pp | 735.18%-727.5pp | -9.96%+17.7pp |
| Employer contribution / active EE | $790 | $2,169-63.6% | $5,298-85.1% | $2,111-62.6% |
| Participant deferral / active EE | $979 | $2,392-59.1% | $5,081-80.7% | $3,350-70.8% |
| Admin fee / account holder | $166 | $438-62.1% | $13,411-98.8% | $521-68.1% |