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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $34,643 |
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 | $37,362 | $65,453-42.9% | $86,698-56.9% | $66,938-44.2% |
| Participation rate | 68.0% | 75.5%-7.5pp | 76.6%-8.6pp | 69.8%-1.8pp |
| Annual return | -16.52% | -10.89%-5.6pp | 35.95%-52.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $1,424 | $2,154-33.9% | $2,837-49.8% | $2,545-44.1% |
| Participant deferral / active EE | $2,614 | $4,102-36.3% | $4,656-43.9% | $4,238-38.3% |
| Admin fee / account holder | $32 | $642-94.9% | $7,493-99.6% | $594-94.5% |