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| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8+ years Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $172,624 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,633 | $47,163+7.4% | $149,696-66.2% | $74,460-32.0% |
| Participation rate | 37.2% | 63.4%-26.3pp | 78.8%-41.6pp | 70.7%-33.6pp |
| Annual return | -6.90% | 22.75%-29.7pp | 134.46%-141.4pp | 34.38%-41.3pp |
| Employer contribution / active EE | $488 | $1,907-74.4% | $4,821-89.9% | $2,638-81.5% |
| Participant deferral / active EE | $2,131 | $2,730-21.9% | $5,682-62.5% | $4,530-53.0% |
| Admin fee / account holder | $35 | $343-89.8% | $13,212-99.7% | $348-89.9% |