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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $37,414 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,153 | $41,040-65.5% | $85,187-83.4% | $99,314-85.7% |
| Participation rate | 6.4% | 34.4%-28.0pp | 67.5%-61.1pp | 71.7%-65.3pp |
| Annual return | 60.03% | 17.44%+42.6pp | 66.67%-6.6pp | 17.67%+42.4pp |
| Employer contribution / active EE | $35 | $1,106-96.8% | $2,732-98.7% | $3,264-98.9% |
| Participant deferral / active EE | $136 | $2,193-93.8% | $4,525-97.0% | $5,346-97.5% |
| Admin fee / account holder | $32 | $177-81.8% | $6,162-99.5% | $109-70.5% |