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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $22,244 |
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 | $18,993 | $52,293-63.7% | $178,499-89.4% | $73,412-74.1% |
| Participation rate | 6.5% | 65.3%-58.9pp | 81.9%-75.4pp | 72.2%-65.7pp |
| Annual return | 12.50% | 34.75%-22.2pp | 151.10%-138.6pp | 59.30%-46.8pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $175 | $2,332-92.5% | $5,202-96.6% | $3,806-95.4% |
| Admin fee / account holder | $17 | $127-86.7% | $13,986-99.9% | $158-89.3% |