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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 41-0417830 | Direct payment from the plan; Custodi... | $50,875 |
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 | $42,186 | $66,457-36.5% | $81,438-48.2% | $77,671-45.7% |
| Participation rate | 21.1% | 68.7%-47.6pp | 69.5%-48.4pp | 70.6%-49.4pp |
| Annual return | 15.25% | 15.93%-0.7pp | 24.74%-9.5pp | 31.21%-16.0pp |
| Employer contribution / active EE | $872 | $2,159-59.6% | $2,460-64.6% | $2,726-68.0% |
| Participant deferral / active EE | $1,601 | $3,679-56.5% | $3,883-58.8% | $4,648-65.5% |
| Admin fee / account holder | $96 | $583-83.6% | $5,764-98.3% | $430-77.8% |