Filed October 19, 2016
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $25,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,608 | $43,423-61.8% | $78,676-78.9% | $55,167-69.9% |
| Participation rate | 69.5% | 68.0%+1.4pp | 73.6%-4.1pp | 69.0%+0.5pp |
| Annual return | 4.77% | 11.53%-6.8pp | 62.19%-57.4pp | 169.23%-164.5pp |
| Employer contribution / active EE | $498 | $1,997-75.1% | $2,850-82.5% | $1,963-74.6% |
| Participant deferral / active EE | $3,671 | $2,509+46.3% | $3,517+4.4% | $3,054+20.2% |
| Admin fee / account holder | $66 | $416-84.2% | $4,510-98.5% | $504-86.9% |