Filed November 23, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $26,485 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,800 | $46,219-52.8% | $89,391-75.6% | $90,288-75.9% |
| Participation rate | 5.5% | 44.9%-39.4pp | 68.0%-62.5pp | 73.4%-67.8pp |
| Annual return | 15.83% | 25.71%-9.9pp | 245.62%-229.8pp | 53.97%-38.1pp |
| Employer contribution / active EE | $0 | $953-100.0% | $2,586-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $106 | $2,136-95.0% | $3,890-97.3% | $4,232-97.5% |
| Admin fee / account holder | $25 | $147-83.2% | $4,881-99.5% | $114-78.4% |