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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $23,459 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $13,728 |
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).
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 | $18,007 | $58,312-69.1% | $86,656-79.2% | $71,529-74.8% |
| Participation rate | 56.6% | 65.0%-8.4pp | 71.7%-15.1pp | 67.9%-11.3pp |
| Annual return | 12.48% | 24.08%-11.6pp | 593.09%-580.6pp | 28.97%-16.5pp |
| Employer contribution / active EE | $668 | $2,576-74.1% | $3,025-77.9% | $2,590-74.2% |
| Participant deferral / active EE | $1,868 | $3,439-45.7% | $4,439-57.9% | $4,291-56.5% |
| Admin fee / account holder | $166 | $1,057-84.3% | $5,619-97.0% | $1,588-89.5% |