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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 | $45,109-5.1% | $85,240-49.8% | $77,762-45.0% |
| Participation rate | 44.0% | 48.7%-4.7pp | 67.5%-23.6pp | 70.6%-26.6pp |
| Annual return | 11.24% | 79.55%-68.3pp | 66.75%-55.5pp | 31.27%-20.0pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,735-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,571 | $2,814-44.2% | $4,527-65.3% | $4,651-66.2% |
| Admin fee / account holder | $26 | $915-97.2% | $6,165-99.6% | $433-94.1% |