Filed November 23, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $41,548 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,763 | $37,418-60.5% | $77,096-80.9% | $77,906-81.0% |
| Participation rate | 12.6% | 46.9%-34.3pp | 67.9%-55.3pp | 73.7%-61.1pp |
| Annual return | -10.41% | -7.13%-3.3pp | 42.35%-52.8pp | 12.16%-22.6pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,814-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $277 | $2,572-89.2% | $4,429-93.7% | $4,805-94.2% |
| Admin fee / account holder | $29 | $126-77.1% | $5,428-99.5% | $133-78.2% |