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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $17,583 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,925 | $60,165-46.9% | $74,184-57.0% | $55,167-42.1% |
| Participation rate | 26.0% | 74.2%-48.2pp | 76.6%-50.6pp | 69.0%-43.0pp |
| Annual return | 7.28% | 10.00%-2.7pp | 17.74%-10.5pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $959 | $2,973-67.8% | $3,550-73.0% | $3,054-68.6% |
| Admin fee / account holder | $53 | $419-87.4% | $5,586-99.1% | $504-89.5% |