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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $53,992 |
Service code 27 · EIN 81-0720370 | Advisory (Plan) | $18,784 |
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 | $0 | $66,601-100.0% | $92,909-100.0% | $67,579-100.0% |
| Participation rate | 0.0% | 72.5%-72.5pp | 76.0%-76.0pp | 71.3%-71.3pp |
| Annual return | 22.77% | 92.58%-69.8pp | 109.44%-86.7pp | 378.56%-355.8pp |
| Employer contribution / active EE | $576 | $2,775-79.2% | $3,653-84.2% | $2,148-73.2% |
| Participant deferral / active EE | $3,094 | $3,157-2.0% | $4,238-27.0% | $3,539-12.6% |
| Admin fee / account holder | $0 | $199-100.0% | $5,795-100.0% | $142-100.0% |