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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $96,317 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,907 | $46,173-54.7% | $170,435-87.7% | $69,631-70.0% |
| Participation rate | 54.1% | 63.9%-9.8pp | 83.6%-29.5pp | 70.7%-16.5pp |
| Annual return | 14.52% | 21.62%-7.1pp | 205.94%-191.4pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $295 | $1,610-81.7% | $5,432-94.6% | $2,032-85.5% |
| Participant deferral / active EE | $954 | $2,080-54.2% | $4,939-80.7% | $3,224-70.4% |
| Admin fee / account holder | $48 | $116-58.5% | $13,881-99.7% | $110-56.4% |