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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $36,536 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,265 | $29,525-65.2% | $56,033-81.7% | $77,736-86.8% |
| Participation rate | 66.0% | 32.7%+33.4pp | 52.5%+13.5pp | 70.6%-4.6pp |
| Annual return | 9.58% | 18.90%-9.3pp | 1711.38%-1701.8pp | 31.26%-21.7pp |
| Employer contribution / active EE | $301 | $569-47.2% | $1,041-71.1% | $2,728-89.0% |
| Participant deferral / active EE | $1,590 | $1,062+49.7% | $1,954-18.6% | $4,651-65.8% |
| Admin fee / account holder | $49 | $1,040-95.3% | $2,827-98.3% | $433-88.6% |