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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $31,294 |
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.
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 | $2,494 | $43,236-94.2% | $82,763-97.0% | $77,906-96.8% |
| Participation rate | 17.3% | 64.2%-46.9pp | 72.6%-55.3pp | 73.7%-56.4pp |
| Annual return | -2.14% | 2.40%-4.5pp | 702.45%-704.6pp | 12.16%-14.3pp |
| Employer contribution / active EE | $0 | $1,924-100.0% | $3,008-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $91 | $3,069-97.0% | $4,395-97.9% | $4,805-98.1% |
| Admin fee / account holder | $40 | $102-60.8% | $5,325-99.2% | $133-69.7% |