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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 13 · EIN 93-1253576 | Contract Administrator | $67,590 |
MINNESOTA LIFE INSURANCE COMPANY10+ years Service code 12 · EIN 41-0417830 | Custodial (other than securities); Re... | $32,150 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,555 | $62,686-48.1% | $178,505-81.8% | $77,762-58.1% |
| Participation rate | 24.6% | 66.9%-42.2pp | 77.1%-52.5pp | 70.6%-45.9pp |
| Annual return | 11.32% | 16.16%-4.8pp | 27.16%-15.8pp | 31.27%-19.9pp |
| Employer contribution / active EE | $179 | $1,914-90.7% | $3,955-95.5% | $2,728-93.5% |
| Participant deferral / active EE | $875 | $4,224-79.3% | $6,280-86.1% | $4,651-81.2% |
| Admin fee / account holder | $25 | $386-93.6% | $10,428-99.8% | $433-94.3% |