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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $50,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $58,017 | $62,166-6.7% | $81,286-28.6% | $74,429-22.1% |
| Participation rate | 56.5% | 64.1%-7.6pp | 69.5%-13.0pp | 67.2%-10.7pp |
| Annual return | 15.91% | 16.50%-0.6pp | 24.80%-8.9pp | 1368.38%-1352.5pp |
| Employer contribution / active EE | $1,098 | $1,881-41.6% | $2,463-55.4% | $2,625-58.2% |
| Participant deferral / active EE | $2,523 | $3,223-21.7% | $3,883-35.0% | $4,348-42.0% |
| Admin fee / account holder | $42 | $1,925-97.8% | $5,764-99.3% | $1,944-97.8% |