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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Filed as: STANCORP FINANCIAL Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $29,325 |
STANCORP FINANCIAL GROUP7 years Service code 19 | Securities Custodian | $1,955 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,201 | $73,397-39.8% | $178,014-75.2% | $74,546-40.7% |
| Participation rate | 65.0% | 66.6%-1.6pp | 77.1%-12.1pp | 67.2%-2.2pp |
| Annual return | 12.50% | 17.49%-5.0pp | 294.80%-282.3pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $469 | $2,217-78.9% | $3,950-88.1% | $2,624-82.1% |
| Participant deferral / active EE | $3,350 | $4,512-25.7% | $6,276-46.6% | $4,347-22.9% |
| Admin fee / account holder | $225 | $1,809-87.6% | $10,362-97.8% | $1,944-88.4% |