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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $144,736 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,173 | $23,119-12.7% | $71,086-71.6% | $75,289-73.2% |
| Participation rate | 23.3% | 36.3%-13.0pp | 54.7%-31.3pp | 72.4%-49.1pp |
| Annual return | -5.41% | -3.32%-2.1pp | 650.59%-656.0pp | -0.04%-5.4pp |
| Employer contribution / active EE | $143 | $399-64.0% | $1,088-86.8% | $2,405-94.0% |
| Participant deferral / active EE | $459 | $960-52.2% | $1,874-75.5% | $3,739-87.7% |
| Admin fee / account holder | $47 | $89-47.6% | $3,082-98.5% | $102-54.1% |