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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $28,457 |
Filed as: SECURIAN FINANCIAL SERVICES, INC. Service code 27 · EIN 41-1486060 | Advisory (Plan) | $23,065 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,337 | $73,102-54.4% | $123,549-73.0% | $56,287-40.8% |
| Participation rate | 34.5% | 74.3%-39.8pp | 82.3%-47.8pp | 69.9%-35.3pp |
| Annual return | -5.00% | 3.01%-8.0pp | 119.20%-124.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $1,415 | $2,977-52.5% | $4,628-69.4% | $2,111-33.0% |
| Participant deferral / active EE | $2,020 | $5,423-62.7% | $6,426-68.6% | $3,350-39.7% |
| Admin fee / account holder | $217 | $554-60.8% | $9,284-97.7% | $521-58.3% |