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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $45,493 |
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 | $63,374 | $51,226+23.7% | $82,744-23.4% | $66,938-5.3% |
| Participation rate | 60.2% | 67.9%-7.7pp | 72.6%-12.4pp | 69.8%-9.6pp |
| Annual return | -14.07% | -9.61%-4.5pp | 702.22%-716.3pp | 1.58%-15.7pp |
| Employer contribution / active EE | $2,631 | $2,612+0.7% | $3,008-12.5% | $2,545+3.4% |
| Participant deferral / active EE | $5,056 | $3,460+46.1% | $4,395+15.0% | $4,238+19.3% |
| Admin fee / account holder | $227 | $416-45.3% | $5,325-95.7% | $594-61.7% |