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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $58,269 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,026 | $62,686-28.2% | $178,540-74.8% | $77,736-42.1% |
| Participation rate | 21.0% | 66.9%-45.9pp | 77.1%-56.1pp | 70.6%-49.5pp |
| Annual return | 14.47% | 16.16%-1.7pp | 27.15%-12.7pp | 31.26%-16.8pp |
| Employer contribution / active EE | $0 | $1,914-100.0% | $3,953-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $832 | $4,224-80.3% | $6,281-86.8% | $4,651-82.1% |
| Admin fee / account holder | $57 | $386-85.3% | $10,424-99.5% | $433-86.9% |