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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $52,328 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,145 | $72,388-19.7% | $111,392-47.8% | $64,173-9.4% |
| Participation rate | 41.1% | 70.5%-29.4pp | 78.9%-37.7pp | 69.6%-28.5pp |
| Annual return | -5.44% | -1.50%-3.9pp | -2.06%-3.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,716 | $3,000-42.8% | $4,328-60.3% | $2,381-27.9% |
| Participant deferral / active EE | $3,973 | $4,241-6.3% | $5,567-28.6% | $3,470+14.5% |
| Admin fee / account holder | $64 | $5,719-98.9% | $12,266-99.5% | $4,887-98.7% |