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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $58,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
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 | $13,734 | $47,456-71.1% | $172,753-92.0% | $77,775-82.3% |
| Participation rate | 24.1% | 66.3%-42.1pp | 82.6%-58.5pp | 73.2%-49.1pp |
| Annual return | 22.07% | 35.57%-13.5pp | 803.00%-780.9pp | 32.58%-10.5pp |
| Employer contribution / active EE | $200 | $1,574-87.3% | $5,144-96.1% | $2,504-92.0% |
| Participant deferral / active EE | $592 | $2,560-76.9% | $5,198-88.6% | $3,966-85.1% |
| Admin fee / account holder | $34 | $81-58.4% | $13,956-99.8% | $100-66.4% |