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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $52,159 |
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).
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 | $23,206 | $73,404-68.4% | $87,102-73.4% | $67,579-65.7% |
| Participation rate | 31.6% | 80.9%-49.3pp | 76.9%-45.3pp | 71.3%-39.7pp |
| Annual return | 22.52% | 48.29%-25.8pp | 28.19%-5.7pp | 378.56%-356.0pp |
| Employer contribution / active EE | $800 | $2,014-60.3% | $2,521-68.3% | $2,148-62.8% |
| Participant deferral / active EE | $1,317 | $3,913-66.3% | $4,048-67.5% | $3,539-62.8% |
| Admin fee / account holder | $86 | $142-39.1% | $7,491-98.8% | $142-39.4% |