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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $12,044 |
Annual investment return 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).
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 | $4,125 | $37,134-88.9% | $100,671-95.9% | $52,331-92.1% |
| Participation rate | 86.1% | 57.7%+28.4pp | 70.7%+15.4pp | 68.1%+18.0pp |
| Annual return | -4.80% | 0.10%-4.9pp | 20.43%-25.2pp | 4.54%-9.3pp |
| Employer contribution / active EE | $927 | $1,187-21.9% | $4,012-76.9% | $1,882-50.7% |
| Participant deferral / active EE | $1,141 | $2,163-47.3% | $3,144-63.7% | $3,022-62.2% |
| Admin fee / account holder | $91 | $467-80.6% | $4,850-98.1% | $592-84.7% |