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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Filed as: STANCORP Service code 10 · EIN 93-1253576 | Accounting | $10,102 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,154 | $100,801-91.9% | $149,745-94.6% | $73,412-88.9% |
| Participation rate | 56.4% | 77.7%-21.3pp | 82.5%-26.1pp | 72.2%-15.8pp |
| Annual return | 19.25% | 265.34%-246.1pp | 276.72%-257.5pp | 59.30%-40.0pp |
| Employer contribution / active EE | $127 | $3,312-96.2% | $4,646-97.3% | $2,234-94.3% |
| Participant deferral / active EE | $3,721 | $6,404-41.9% | $6,843-45.6% | $3,806-2.2% |
| Admin fee / account holder | $35 | $181-80.7% | $9,312-99.6% | $158-77.9% |