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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $9,256 |
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.
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 | $16,138 | $38,925-58.5% | $73,836-78.1% | $55,191-70.8% |
| Participation rate | 18.2% | 66.0%-47.8pp | 73.4%-55.2pp | 69.2%-50.9pp |
| Annual return | -0.77% | 6.31%-7.1pp | 2268.06%-2268.8pp | 10.78%-11.5pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $171 | $2,351-92.7% | $3,583-95.2% | $3,046-94.4% |
| Admin fee / account holder | $187 | $83+125.4% | $4,882-96.2% | $91+105.8% |