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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $11,040 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $1,295 | $40,174-96.8% | $84,021-98.5% | $67,579-98.1% |
| Participation rate | 56.7% | 62.7%-6.0pp | 69.0%-12.4pp | 71.3%-14.6pp |
| Annual return | 0.00% | 25.82%-25.8pp | 71.32%-71.3pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,984-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $913 | $2,301-60.3% | $3,239-71.8% | $3,539-74.2% |
| Admin fee / account holder | $34 | $128-73.3% | $6,102-99.4% | $142-76.0% |