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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $122,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,715 | $44,221+75.7% | $121,220-35.9% | $56,289+38.1% |
| Participation rate | 54.7% | 61.1%-6.3pp | 71.8%-17.1pp | 69.9%-15.1pp |
| Annual return | -18.45% | -3.58%-14.9pp | 16.94%-35.4pp | -9.96%-8.5pp |
| Employer contribution / active EE | $2,009 | $1,480+35.8% | $4,023-50.1% | $2,111-4.8% |
| Participant deferral / active EE | $3,847 | $2,521+52.6% | $3,345+15.0% | $3,350+14.8% |
| Admin fee / account holder | $28 | $480-94.2% | $5,021-99.4% | $521-94.7% |