Filed November 18, 2015
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $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 | $89,248+27.7% | $136,007-16.2% | $74,546+52.9% |
| Participation rate | 45.1% | 69.4%-24.3pp | 76.5%-31.4pp | 67.2%-22.1pp |
| Annual return | 13.48% | 22.76%-9.3pp | 579.32%-565.8pp | 1366.03%-1352.6pp |
| Employer contribution / active EE | $1,686 | $2,838-40.6% | $4,215-60.0% | $2,624-35.8% |
| Participant deferral / active EE | $4,619 | $4,598+0.5% | $7,024-34.2% | $4,347+6.2% |
| Admin fee / account holder | $37 | $1,545-97.6% | $6,858-99.5% | $1,944-98.1% |