Filed October 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $23,258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,952 | $41,854-64.3% | $73,835-79.7% | $52,331-71.4% |
| Participation rate | 55.4% | 66.2%-10.8pp | 73.4%-18.0pp | 68.1%-12.7pp |
| Annual return | 2.90% | 2.11%+0.8pp | 2268.13%-2265.2pp | 4.54%-1.6pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,788-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,266 | $2,498-9.3% | $3,583-36.8% | $3,022-25.0% |
| Admin fee / account holder | $43 | $493-91.2% | $4,880-99.1% | $592-92.7% |