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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $61,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,576 | $46,325-34.0% | $143,788-78.7% | $64,814-52.8% |
| Participation rate | 60.1% | 64.2%-4.2pp | 80.3%-20.2pp | 71.5%-11.4pp |
| Annual return | -19.54% | -10.05%-9.5pp | -0.03%-19.5pp | 32.84%-52.4pp |
| Employer contribution / active EE | $723 | $1,911-62.1% | $4,952-85.4% | $2,507-71.1% |
| Participant deferral / active EE | $1,793 | $2,647-32.2% | $5,638-68.2% | $4,310-58.4% |
| Admin fee / account holder | $87 | $154-43.4% | $14,675-99.4% | $188-53.7% |