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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $12,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,041 | $56,503-15.0% | $70,092-31.5% | $64,808-25.9% |
| Participation rate | 48.5% | 70.5%-22.0pp | 70.5%-22.0pp | 71.5%-23.0pp |
| Annual return | -16.06% | -13.44%-2.6pp | 190.73%-206.8pp | 32.82%-48.9pp |
| Employer contribution / active EE | $501 | $2,046-75.5% | $2,559-80.4% | $2,506-80.0% |
| Participant deferral / active EE | $2,274 | $3,389-32.9% | $3,849-40.9% | $4,310-47.2% |
| Admin fee / account holder | $30 | $160-81.3% | $6,267-99.5% | $188-84.0% |