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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Filed as: STANCORP Service code 10 · EIN 93-1253576 | Accounting | $52,762 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $6,955 | $155,795-95.5% | $136,298-94.9% | $69,631-90.0% |
| Participation rate | 55.3% | 75.2%-19.9pp | 81.9%-26.6pp | 70.7%-15.4pp |
| Annual return | 17.57% | 232464.33%-232446.8pp | 5156.27%-5138.7pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $79 | $2,991-97.4% | $4,696-98.3% | $2,032-96.1% |
| Participant deferral / active EE | $2,952 | $5,394-45.3% | $6,247-52.8% | $3,224-8.4% |
| Admin fee / account holder | $115 | $128-10.4% | $9,244-98.8% | $110+4.1% |