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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Investm... | $28,307 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,600 | $80,731-73.2% | $103,374-79.1% | $74,546-71.0% |
| Participation rate | 59.0% | 65.7%-6.7pp | 74.5%-15.5pp | 67.2%-8.2pp |
| Annual return | 14.19% | 27.56%-13.4pp | 24.89%-10.7pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $1,384 | $3,158-56.2% | $3,869-64.2% | $2,624-47.3% |
| Participant deferral / active EE | $3,161 | $3,860-18.1% | $5,058-37.5% | $4,347-27.3% |
| Admin fee / account holder | $140 | $2,369-94.1% | $8,394-98.3% | $1,944-92.8% |