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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 | $42,909-29.3% | $152,093-80.0% | $71,012-57.3% |
| Participation rate | 37.7% | 54.7%-16.9pp | 77.8%-40.0pp | 58.6%-20.8pp |
| Annual return | 9.29% | 30.57%-21.3pp | 66.36%-57.1pp | 37.67%-28.4pp |
| Employer contribution / active EE | $401 | $1,369-70.7% | $4,175-90.4% | $2,348-82.9% |
| Participant deferral / active EE | $1,122 | $1,904-41.1% | $5,451-79.4% | $3,246-65.4% |
| Admin fee / account holder | $187 | $1,014-81.6% | $14,497-98.7% | $1,167-84.0% |