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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $11,675 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,852 | $54,757-80.2% | $90,304-88.0% | $72,975-85.1% |
| Participation rate | 57.0% | 65.2%-8.2pp | 73.3%-16.3pp | 69.5%-12.5pp |
| Annual return | 15.84% | 30.63%-14.8pp | 78.13%-62.3pp | 81.01%-65.2pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,809 | $2,887-37.3% | $3,885-53.4% | $3,608-49.9% |
| Admin fee / account holder | $37 | $3,973-99.1% | $5,354-99.3% | $5,124-99.3% |