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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $90,184 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,460 | $36,916+12.3% | $156,551-73.5% | $57,658-28.1% |
| Participation rate | 48.5% | 63.4%-14.9pp | 84.0%-35.5pp | 70.2%-21.7pp |
| Annual return | -2.34% | 12.38%-14.7pp | 32.23%-34.6pp | 5.13%-7.5pp |
| Employer contribution / active EE | $1,109 | $1,571-29.4% | $5,501-79.8% | $1,974-43.8% |
| Participant deferral / active EE | $1,812 | $1,926-5.9% | $4,871-62.8% | $3,061-40.8% |
| Admin fee / account holder | $19 | $82-76.5% | $13,028-99.9% | $95-79.5% |