Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $21,230 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,633 | $46,877-30.4% | $122,354-73.3% | $70,126-53.5% |
| Participation rate | 60.2% | 58.2%+2.0pp | 71.6%-11.4pp | 69.5%-9.3pp |
| Annual return | 18.03% | 24.22%-6.2pp | 30.28%-12.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $507 | $1,288-60.6% | $4,051-87.5% | $2,343-78.4% |
| Participant deferral / active EE | $1,558 | $2,167-28.1% | $3,287-52.6% | $3,332-53.2% |
| Admin fee / account holder | $28 | $3,324-99.2% | $5,479-99.5% | $4,645-99.4% |