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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $103,805 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,055 | $42,367-31.4% | $79,580-63.5% | $64,819-55.2% |
| Participation rate | 27.2% | 64.7%-37.6pp | 69.5%-42.3pp | 71.5%-44.3pp |
| Annual return | -20.03% | -12.23%-7.8pp | 0.15%-20.2pp | 32.84%-52.9pp |
| Employer contribution / active EE | $621 | $1,181-47.4% | $2,413-74.3% | $2,507-75.2% |
| Participant deferral / active EE | $2,556 | $3,170-19.4% | $3,985-35.9% | $4,311-40.7% |
| Admin fee / account holder | $55 | $160-65.3% | $6,835-99.2% | $188-70.5% |