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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $19,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,075 | $41,377-22.5% | $109,313-70.7% | $62,881-49.0% |
| Participation rate | 51.1% | 57.5%-6.4pp | 71.3%-20.1pp | 69.3%-18.2pp |
| Annual return | 0.59% | 11.05%-10.5pp | 22.07%-21.5pp | 20.14%-19.6pp |
| Employer contribution / active EE | $516 | $1,276-59.6% | $3,892-86.7% | $2,281-77.4% |
| Participant deferral / active EE | $1,591 | $2,045-22.2% | $3,166-49.8% | $3,203-50.3% |
| Admin fee / account holder | $36 | $2,884-98.8% | $5,666-99.4% | $4,296-99.2% |