Filed November 18, 2015
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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $39,097 |
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 | $98,177 | $69,848+40.6% | $115,756-15.2% | $66,938+46.7% |
| Participation rate | 50.0% | 70.6%-20.6pp | 77.1%-27.1pp | 69.8%-19.8pp |
| Annual return | -15.65% | 969.66%-985.3pp | 143.14%-158.8pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,524 | $2,613-41.7% | $3,793-59.8% | $2,545-40.1% |
| Participant deferral / active EE | $3,902 | $4,274-8.7% | $6,254-37.6% | $4,238-7.9% |
| Admin fee / account holder | $30 | $337-91.0% | $8,124-99.6% | $594-94.9% |