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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $7,084 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,662 | $43,730-39.0% | $121,220-78.0% | $64,173-58.5% |
| Participation rate | 51.2% | 58.3%-7.2pp | 71.8%-20.6pp | 69.6%-18.4pp |
| Annual return | 8.64% | 68.94%-60.3pp | 16.94%-8.3pp | 7.63%+1.0pp |
| Employer contribution / active EE | $711 | $1,297-45.2% | $4,023-82.3% | $2,381-70.2% |
| Participant deferral / active EE | $1,678 | $2,281-26.4% | $3,345-49.8% | $3,470-51.6% |
| Admin fee / account holder | $26 | $3,502-99.2% | $5,021-99.5% | $4,887-99.5% |