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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $46,863 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,799 | $45,031-5.0% | $85,009-49.7% | $77,671-44.9% |
| Participation rate | 44.0% | 48.7%-4.7pp | 67.5%-23.5pp | 70.6%-26.6pp |
| Annual return | 11.24% | 79.22%-68.0pp | 66.47%-55.2pp | 31.21%-20.0pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,728-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,571 | $2,807-44.0% | $4,522-65.2% | $4,648-66.2% |
| Admin fee / account holder | $26 | $912-97.2% | $6,153-99.6% | $430-94.1% |