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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $10,343 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,637 | $95,415-89.9% | $185,851-94.8% | $85,851-88.8% |
| Participation rate | 46.3% | 68.8%-22.5pp | 81.7%-35.4pp | 69.3%-23.1pp |
| Annual return | 29.49% | 23.59%+5.9pp | 122.11%-92.6pp | 318.63%-289.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,168-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $421 | $3,424-87.7% | $5,569-92.4% | $3,952-89.4% |
| Admin fee / account holder | $166 | $7,215-97.7% | $16,245-99.0% | $6,261-97.4% |