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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $37,814 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $23,840 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,350 | $36,904-17.8% | $158,223-80.8% | $65,191-53.4% |
| Participation rate | 37.7% | 62.1%-24.4pp | 79.2%-41.5pp | 63.0%-25.3pp |
| Annual return | 9.29% | 24.43%-15.1pp | 52.09%-42.8pp | 51.24%-42.0pp |
| Employer contribution / active EE | $401 | $1,489-73.1% | $4,109-90.2% | $2,400-83.3% |
| Participant deferral / active EE | $1,122 | $1,936-42.0% | $5,467-79.5% | $2,671-58.0% |
| Admin fee / account holder | $187 | $793-76.4% | $16,047-98.8% | $907-79.4% |