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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $42,157 |
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 | $49,400 | $46,464+6.3% | $150,298-67.1% | $79,634-38.0% |
| Participation rate | 33.3% | 57.0%-23.6pp | 77.8%-44.4pp | 62.5%-29.2pp |
| Annual return | 11.44% | 27.89%-16.5pp | 62.79%-51.4pp | 36.46%-25.0pp |
| Employer contribution / active EE | $551 | $1,512-63.6% | $4,154-86.7% | $2,529-78.2% |
| Participant deferral / active EE | $1,302 | $2,157-39.6% | $5,453-76.1% | $3,835-66.0% |
| Admin fee / account holder | $261 | $891-70.7% | $14,116-98.2% | $1,002-74.0% |