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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Distribution (12b-1) fees; Claims pro... | $27,334 |
Filed as: RAYMOND JAMES FINANCIAL SERVICES AD Service code 27 · EIN 59-2937883 | Advisory (Plan) | $6,094 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,541 | $46,173-66.3% | $170,435-90.9% | $69,631-77.7% |
| Participation rate | 31.9% | 63.9%-32.0pp | 83.6%-51.7pp | 70.7%-38.8pp |
| Annual return | 13.25% | 21.62%-8.4pp | 205.94%-192.7pp | 27571.02%-27557.8pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $530 | $2,080-74.5% | $4,939-89.3% | $3,224-83.5% |
| Admin fee / account holder | $189 | $116+62.9% | $13,881-98.6% | $110+71.0% |