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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP5 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Custodi... | $93,665 |
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 | $37,205 | $53,165-30.0% | $86,216-56.8% | $74,460-50.0% |
| Participation rate | 25.4% | 64.9%-39.4pp | 69.0%-43.5pp | 70.7%-45.3pp |
| Annual return | 13.24% | 22.64%-9.4pp | 1169.42%-1156.2pp | 34.38%-21.1pp |
| Employer contribution / active EE | $523 | $1,210-56.8% | $2,382-78.1% | $2,638-80.2% |
| Participant deferral / active EE | $2,152 | $3,234-33.5% | $3,986-46.0% | $4,530-52.5% |
| Admin fee / account holder | $77 | $551-86.1% | $6,853-98.9% | $348-77.9% |