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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $47,377 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,532 | $62,132-4.2% | $185,861-68.0% | $73,497-19.0% |
| Participation rate | 69.8% | 67.8%+2.0pp | 78.0%-8.2pp | 70.7%-0.9pp |
| Annual return | 9.33% | 20.44%-11.1pp | 35.96%-26.6pp | 28.51%-19.2pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,088-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,252 | $3,711+41.5% | $5,634-6.8% | $3,740+40.4% |
| Admin fee / account holder | $89 | $419-78.7% | $9,503-99.1% | $513-82.6% |