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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP7 years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $63,814 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,430 | $56,767-32.3% | $101,794-62.2% | $85,563-55.1% |
| Participation rate | 33.1% | 57.6%-24.5pp | 69.2%-36.1pp | 66.0%-32.8pp |
| Annual return | 12.50% | 17.76%-5.3pp | 30.53%-18.0pp | 31.51%-19.0pp |
| Employer contribution / active EE | $225 | $1,112-79.7% | $2,289-90.2% | $2,654-91.5% |
| Participant deferral / active EE | $2,264 | $2,720-16.8% | $4,084-44.6% | $4,375-48.3% |
| Admin fee / account holder | $71 | $1,098-93.6% | $8,777-99.2% | $834-91.5% |