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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Re... | $7,914 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,257 | $43,423-97.1% | $78,676-98.4% | $55,167-97.7% |
| Participation rate | 60.3% | 68.0%-7.8pp | 73.6%-13.3pp | 69.0%-8.7pp |
| Annual return | 0.00% | 11.53%-11.5pp | 62.19%-62.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $319 | $1,997-84.0% | $2,850-88.8% | $1,963-83.8% |
| Participant deferral / active EE | $637 | $2,509-74.6% | $3,517-81.9% | $3,054-79.1% |
| Admin fee / account holder | $65 | $416-84.5% | $4,510-98.6% | $504-87.2% |