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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $11,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,749 | $49,177-72.0% | $79,467-82.7% | $64,173-78.6% |
| Participation rate | 43.8% | 65.0%-21.3pp | 73.3%-29.6pp | 69.6%-25.8pp |
| Annual return | 5.00% | -1.16%+6.2pp | 718.30%-713.3pp | 7.63%-2.6pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $586 | $2,821-79.2% | $3,704-84.2% | $3,470-83.1% |
| Admin fee / account holder | $74 | $3,839-98.1% | $5,104-98.6% | $4,887-98.5% |