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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $72,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,157 | $54,245-48.1% | $93,727-70.0% | $77,762-63.8% |
| Participation rate | 33.1% | 63.9%-30.8pp | 68.7%-35.6pp | 70.6%-37.5pp |
| Annual return | 10.40% | 30.58%-20.2pp | 133.83%-123.4pp | 31.27%-20.9pp |
| Employer contribution / active EE | $35 | $1,168-97.0% | $2,421-98.6% | $2,728-98.7% |
| Participant deferral / active EE | $2,044 | $3,144-35.0% | $4,417-53.7% | $4,651-56.0% |
| Admin fee / account holder | $57 | $575-90.0% | $8,292-99.3% | $433-86.7% |