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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Filed as: STANCORP Service code 10 · EIN 93-1253576 | Accounting | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,734 | $95,438-90.8% | $135,982-93.6% | $74,473-88.3% |
| Participation rate | 49.9% | 78.2%-28.3pp | 81.9%-32.0pp | 70.7%-20.9pp |
| Annual return | 20.39% | 32.61%-12.2pp | 68.32%-47.9pp | 34.36%-14.0pp |
| Employer contribution / active EE | $637 | $3,878-83.6% | $4,859-86.9% | $2,638-75.9% |
| Participant deferral / active EE | $4,797 | $7,790-38.4% | $7,760-38.2% | $4,530+5.9% |
| Admin fee / account holder | $112 | $259-56.8% | $10,767-99.0% | $347-67.8% |