Filed November 18, 2015
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $38,045 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,960 | $89,225+27.7% | $133,698-14.8% | $74,478+53.0% |
| Participation rate | 45.1% | 69.4%-24.3pp | 76.4%-31.3pp | 67.2%-22.1pp |
| Annual return | 13.48% | 22.76%-9.3pp | 580.90%-567.4pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $1,686 | $2,816-40.1% | $4,218-60.0% | $2,626-35.8% |
| Participant deferral / active EE | $4,619 | $4,597+0.5% | $7,016-34.2% | $4,350+6.2% |
| Admin fee / account holder | $37 | $1,545-97.6% | $6,703-99.4% | $1,946-98.1% |