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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP6+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (securit... | $47,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $73,812 | $72,273+2.1% | $101,275-27.1% | $79,856-7.6% |
| Participation rate | 27.3% | 68.5%-41.2pp | 75.8%-48.5pp | 69.6%-42.4pp |
| Annual return | 20.04% | 22.30%-2.3pp | 46.48%-26.4pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,157 | $2,691-57.0% | $3,660-68.4% | $2,471-53.2% |
| Participant deferral / active EE | $2,904 | $3,282-11.5% | $4,371-33.6% | $3,741-22.4% |
| Admin fee / account holder | $398 | $4,401-90.9% | $5,948-93.3% | $5,306-92.5% |