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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $28,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,763 | $50,860-10.0% | $155,574-70.6% | $77,714-41.1% |
| Participation rate | 34.3% | 63.1%-28.8pp | 78.2%-43.9pp | 70.6%-36.3pp |
| Annual return | 9.61% | 34.86%-25.3pp | 64.87%-55.3pp | 31.26%-21.6pp |
| Employer contribution / active EE | $675 | $1,991-66.1% | $4,676-85.6% | $2,727-75.2% |
| Participant deferral / active EE | $1,530 | $2,825-45.8% | $5,629-72.8% | $4,649-67.1% |
| Admin fee / account holder | $63 | $436-85.6% | $15,914-99.6% | $433-85.5% |