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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,249 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,428 | $52,467-55.3% | $57,196-59.0% | $55,167-57.5% |
| Participation rate | 32.7% | 75.8%-43.1pp | 75.3%-42.6pp | 69.0%-36.2pp |
| Annual return | 4.41% | 7.72%-3.3pp | 14.59%-10.2pp | 169.23%-164.8pp |
| Employer contribution / active EE | $424 | $2,477-82.9% | $2,683-84.2% | $1,963-78.4% |
| Participant deferral / active EE | $1,294 | $2,830-54.3% | $3,096-58.2% | $3,054-57.6% |
| Admin fee / account holder | $103 | $269-61.7% | $3,141-96.7% | $504-79.6% |