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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Custodial (securities); Sub-transfer ... | $38,311 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,304 | $50,919-5.1% | $155,556-68.9% | $77,762-37.9% |
| Participation rate | 34.8% | 63.1%-28.2pp | 78.2%-43.4pp | 70.6%-35.7pp |
| Annual return | 20.74% | 34.84%-14.1pp | 64.84%-44.1pp | 31.27%-10.5pp |
| Employer contribution / active EE | $644 | $1,991-67.7% | $4,675-86.2% | $2,728-76.4% |
| Participant deferral / active EE | $1,539 | $2,824-45.5% | $5,631-72.7% | $4,651-66.9% |
| Admin fee / account holder | $273 | $437-37.5% | $15,885-98.3% | $433-37.0% |