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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $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 | $46,464-34.7% | $150,298-79.8% | $79,634-61.9% |
| Participation rate | 37.7% | 57.0%-19.2pp | 77.8%-40.0pp | 62.5%-24.7pp |
| Annual return | 9.29% | 27.89%-18.6pp | 62.79%-53.5pp | 36.46%-27.2pp |
| Employer contribution / active EE | $401 | $1,512-73.5% | $4,154-90.3% | $2,529-84.1% |
| Participant deferral / active EE | $1,122 | $2,157-48.0% | $5,453-79.4% | $3,835-70.7% |
| Admin fee / account holder | $187 | $891-79.0% | $14,116-98.7% | $1,002-81.3% |