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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $39,593 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $2,004 | $44,794-95.5% | $90,324-97.8% | $77,775-97.4% |
| Participation rate | 12.7% | 66.6%-53.9pp | 73.3%-60.6pp | 73.2%-60.5pp |
| Annual return | 24.97% | 28.23%-3.3pp | 78.15%-53.2pp | 32.58%-7.6pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,856-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $105 | $2,642-96.0% | $3,885-97.3% | $3,966-97.3% |
| Admin fee / account holder | $60 | $94-36.4% | $5,356-98.9% | $100-40.0% |