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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $29,122 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $17,135 |
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.
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 | $29,050 | $47,105-38.3% | $68,368-57.5% | $67,986-57.3% |
| Participation rate | 54.0% | 51.8%+2.2pp | 73.8%-19.7pp | 57.2%-3.2pp |
| Annual return | 11.14% | 48.37%-37.2pp | 292.57%-281.4pp | 31.67%-20.5pp |
| Employer contribution / active EE | $948 | $1,859-49.0% | $2,649-64.2% | $2,019-53.1% |
| Participant deferral / active EE | $2,652 | $2,374+11.7% | $4,123-35.7% | $3,358-21.0% |
| Admin fee / account holder | $266 | $2,435-89.1% | $5,150-94.8% | $3,203-91.7% |