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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP9+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $26,654 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $14,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,974 | $60,454-60.3% | $81,844-70.7% | $74,459-67.8% |
| Participation rate | 52.2% | 63.0%-10.8pp | 72.4%-20.2pp | 67.2%-15.1pp |
| Annual return | 15.90% | 16.87%-1.0pp | 778.87%-763.0pp | 1369.70%-1353.8pp |
| Employer contribution / active EE | $750 | $2,630-71.5% | $2,916-74.3% | $2,626-71.5% |
| Participant deferral / active EE | $1,959 | $3,398-42.4% | $4,323-54.7% | $4,350-55.0% |
| Admin fee / account holder | $204 | $1,490-86.3% | $7,355-97.2% | $1,945-89.5% |