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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $94,429 |
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).
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 | $20,478 | $37,196-44.9% | $154,111-86.7% | $55,725-63.3% |
| Participation rate | 58.8% | 64.1%-5.3pp | 83.0%-24.3pp | 70.9%-12.1pp |
| Annual return | -7.05% | 1319.68%-1326.7pp | 735.18%-742.2pp | 244.93%-252.0pp |
| Employer contribution / active EE | $332 | $1,614-79.4% | $5,298-93.7% | $2,078-84.0% |
| Participant deferral / active EE | $1,014 | $2,068-51.0% | $5,081-80.0% | $3,356-69.8% |
| Admin fee / account holder | $40 | $102-60.8% | $13,411-99.7% | $115-65.5% |