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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $24,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,052 | $42,582-78.7% | $171,082-94.7% | $57,658-84.3% |
| Participation rate | 39.3% | 63.9%-24.7pp | 76.7%-37.4pp | 70.2%-31.0pp |
| Annual return | 17.77% | 308.67%-290.9pp | 32.56%-14.8pp | 5.13%+12.6pp |
| Employer contribution / active EE | $718 | $1,306-45.0% | $4,002-82.0% | $1,974-63.6% |
| Participant deferral / active EE | $1,105 | $2,933-62.3% | $4,797-77.0% | $3,061-63.9% |
| Admin fee / account holder | $18 | $82-78.0% | $8,520-99.8% | $95-80.8% |