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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $20,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,336 | $62,928-74.0% | $172,755-90.5% | $67,579-75.8% |
| Participation rate | 8.0% | 64.5%-56.4pp | 82.6%-74.6pp | 71.3%-63.2pp |
| Annual return | 19.92% | 30.36%-10.4pp | 802.94%-783.0pp | 378.56%-358.6pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $179 | $2,145-91.7% | $5,198-96.6% | $3,539-95.0% |
| Admin fee / account holder | $28 | $167-83.2% | $13,955-99.8% | $142-80.4% |