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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $3,295 |
Service code 27 · EIN 31-1299207 | Advisory (Plan) | $0 |
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 | $42,387 | $26,137+62.2% | $58,561-27.6% | $74,460-43.1% |
| Participation rate | 18.1% | 32.2%-14.0pp | 50.9%-32.7pp | 70.7%-52.6pp |
| Annual return | 12.24% | 32.53%-20.3pp | 4251.33%-4239.1pp | 34.38%-22.1pp |
| Employer contribution / active EE | $137 | $537-74.5% | $1,053-87.0% | $2,638-94.8% |
| Participant deferral / active EE | $488 | $1,076-54.7% | $1,923-74.6% | $4,530-89.2% |
| Admin fee / account holder | $32 | $648-95.1% | $2,520-98.7% | $348-90.9% |