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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 | $41,510-65.9% | $85,009-83.4% | $99,061-85.7% |
| Participation rate | 6.4% | 35.3%-28.9pp | 67.5%-61.1pp | 71.6%-65.2pp |
| Annual return | 60.03% | 17.38%+42.6pp | 66.47%-6.4pp | 17.66%+42.4pp |
| Employer contribution / active EE | $35 | $1,137-96.9% | $2,728-98.7% | $3,261-98.9% |
| Participant deferral / active EE | $136 | $2,246-93.9% | $4,522-97.0% | $5,331-97.4% |
| Admin fee / account holder | $32 | $175-81.6% | $6,153-99.5% | $109-70.5% |