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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $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% | $81,353-28.7% | $74,459-22.1% |
| Participation rate | 56.5% | 64.1%-7.6pp | 69.5%-13.1pp | 67.2%-10.7pp |
| Annual return | 15.91% | 16.50%-0.6pp | 24.82%-8.9pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $1,098 | $1,881-41.6% | $2,464-55.4% | $2,626-58.2% |
| Participant deferral / active EE | $2,523 | $3,223-21.7% | $3,885-35.0% | $4,350-42.0% |
| Admin fee / account holder | $42 | $1,925-97.8% | $5,766-99.3% | $1,945-97.8% |