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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP4+ years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $12,640 |
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.
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).
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 | $13,020 | $54,757-76.2% | $90,304-85.6% | $72,975-82.2% |
| Participation rate | 52.4% | 65.2%-12.8pp | 73.3%-20.9pp | 69.5%-17.1pp |
| Annual return | 3.52% | 30.63%-27.1pp | 78.13%-74.6pp | 81.01%-77.5pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $687 | $2,887-76.2% | $3,885-82.3% | $3,608-81.0% |
| Admin fee / account holder | $77 | $3,973-98.1% | $5,354-98.6% | $5,124-98.5% |