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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $77,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,547 | $60,5450% | $92,240-34.4% | $69,631-13.0% |
| Participation rate | 46.1% | 72.2%-26.0pp | 76.5%-30.3pp | 70.7%-24.6pp |
| Annual return | 17.40% | 19.71%-2.3pp | 176.29%-158.9pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $530 | $2,633-79.9% | $3,680-85.6% | $2,032-73.9% |
| Participant deferral / active EE | $2,766 | $2,828-2.2% | $3,897-29.0% | $3,224-14.2% |
| Admin fee / account holder | $23 | $145-84.1% | $5,194-99.6% | $110-79.2% |