Filed November 23, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $24,641 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,423 | $41,617-43.7% | $84,611-72.3% | $77,787-69.9% |
| Participation rate | 4.9% | 45.0%-40.2pp | 68.2%-63.4pp | 73.2%-68.3pp |
| Annual return | 20.15% | 24.97%-4.8pp | 258.74%-238.6pp | 32.57%-12.4pp |
| Employer contribution / active EE | $0 | $1,061-100.0% | $2,652-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $113 | $2,129-94.7% | $3,899-97.1% | $3,967-97.1% |
| Admin fee / account holder | $30 | $121-75.6% | $4,912-99.4% | $100-70.5% |