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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $83,239 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,971 | $45,000-60.1% | $143,799-87.5% | $77,906-76.9% |
| Participation rate | 20.4% | 66.8%-46.4pp | 80.3%-59.9pp | 73.7%-53.3pp |
| Annual return | -17.57% | 29.03%-46.6pp | -0.04%-17.5pp | 12.16%-29.7pp |
| Employer contribution / active EE | $232 | $1,870-87.6% | $4,952-95.3% | $2,846-91.9% |
| Participant deferral / active EE | $687 | $3,157-78.2% | $5,638-87.8% | $4,805-85.7% |
| Admin fee / account holder | $55 | $98-44.4% | $14,677-99.6% | $133-58.7% |