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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $27,692 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,001 | $43,730-20.0% | $121,220-71.1% | $64,173-45.5% |
| Participation rate | 67.5% | 58.3%+9.2pp | 71.8%-4.3pp | 69.6%-2.1pp |
| Annual return | 2.12% | 68.94%-66.8pp | 16.94%-14.8pp | 7.63%-5.5pp |
| Employer contribution / active EE | $527 | $1,297-59.4% | $4,023-86.9% | $2,381-77.9% |
| Participant deferral / active EE | $1,878 | $2,281-17.7% | $3,345-43.9% | $3,470-45.9% |
| Admin fee / account holder | $61 | $3,502-98.3% | $5,021-98.8% | $4,887-98.8% |