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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Cl... | $78,850 |
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 | $92,184 | $101,653-9.3% | $147,080-37.3% | $74,459+23.8% |
| Participation rate | 65.5% | 75.6%-10.1pp | 82.2%-16.7pp | 67.2%-1.7pp |
| Annual return | 11.71% | 8754.98%-8743.3pp | 420.17%-408.5pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $1,287 | $3,813-66.3% | $4,933-73.9% | $2,626-51.0% |
| Participant deferral / active EE | $5,518 | $7,304-24.5% | $8,066-31.6% | $4,350+26.9% |
| Admin fee / account holder | $21 | $1,752-98.8% | $12,989-99.8% | $1,945-98.9% |