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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $42,141 |
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.
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 | $11,004 | $46,966-76.6% | $185,117-94.1% | $69,631-84.2% |
| Participation rate | 54.2% | 65.3%-11.0pp | 77.3%-23.0pp | 70.7%-16.4pp |
| Annual return | 15.83% | 22.36%-6.5pp | 40.50%-24.7pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $4,182-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,048 | $3,017-65.3% | $5,045-79.2% | $3,224-67.5% |
| Admin fee / account holder | $25 | $94-73.2% | $8,159-99.7% | $110-77.2% |