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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP3+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $22,082 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,946 | $58,726+3.8% | $92,240-33.9% | $62,293-2.2% |
| Participation rate | 69.0% | 68.3%+0.7pp | 76.5%-7.4pp | 69.5%-0.5pp |
| Annual return | 21.43% | 43.62%-22.2pp | 176.29%-154.9pp | 28.90%-7.5pp |
| Employer contribution / active EE | $233 | $2,392-90.3% | $3,680-93.7% | $2,042-88.6% |
| Participant deferral / active EE | $2,398 | $2,766-13.3% | $3,897-38.5% | $3,169-24.3% |
| Admin fee / account holder | $35 | $556-93.6% | $5,194-99.3% | $479-92.6% |