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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $43,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,620 | $46,966-66.7% | $185,117-91.6% | $69,631-77.6% |
| Participation rate | 26.2% | 65.3%-39.1pp | 77.3%-51.1pp | 70.7%-44.5pp |
| Annual return | 34.64% | 22.36%+12.3pp | 40.50%-5.9pp | 27571.02%-27536.4pp |
| Employer contribution / active EE | $567 | $1,360-58.4% | $4,182-86.5% | $2,032-72.1% |
| Participant deferral / active EE | $956 | $3,017-68.3% | $5,045-81.1% | $3,224-70.4% |
| Admin fee / account holder | $35 | $94-62.5% | $8,159-99.6% | $110-68.2% |